Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,377 | $99,995-76.6% | $85,063-72.5% | $145,978-84.0% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 14.98% | 83.99%-69.0pp | 66.54%-51.6pp | 550.52%-535.5pp |
| Employer contribution / active EE | $981 | $3,231-69.7% | $2,727-64.0% | $4,662-79.0% |
| Participant deferral / active EE | $3,303 | $5,295-37.6% | $4,523-27.0% | $6,690-50.6% |
| Admin fee / account holder | $2,671 | $7,255-63.2% | $6,155-56.6% | $13,400-80.1% |