Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,171 | $85,169-81.0% | $172,755-90.6% | $72,983-77.8% |
| Participation rate | 64.4% | 70.1%-5.7pp | 82.6%-18.3pp | 69.5%-5.1pp |
| Annual return | 25.23% | 27.32%-2.1pp | 802.94%-777.7pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,249 | $3,324-62.4% | $5,144-75.7% | $2,440-48.8% |
| Participant deferral / active EE | $1,427 | $3,260-56.2% | $5,198-72.5% | $3,608-60.4% |
| Admin fee / account holder | $323 | $5,880-94.5% | $13,955-97.7% | $5,124-93.7% |