Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,160 | $106,267-77.3% | $96,520-75.0% | $139,456-82.7% |
| Participation rate | 41.2% | 77.8%-36.7pp | 74.3%-33.2pp | 80.3%-39.2pp |
| Annual return | 23.34% | 38.45%-15.1pp | 35.72%-12.4pp | 373.45%-350.1pp |
| Employer contribution / active EE | $1,904 | $4,105-53.6% | $3,739-49.1% | $4,753-59.9% |
| Participant deferral / active EE | $4,275 | $5,454-21.6% | $4,879-12.4% | $6,711-36.3% |
| Admin fee / account holder | $1,390 | $7,882-82.4% | $6,733-79.4% | $11,407-87.8% |