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 | $20,849 | $72,071-71.1% | $68,368-69.5% | $137,256-84.8% |
| Participation rate | 69.6% | 76.2%-6.7pp | 73.8%-4.2pp | 80.0%-10.4pp |
| Annual return | 17.25% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,873 | $2,788+3.1% | $2,649+8.5% | $4,156-30.9% |
| Participant deferral / active EE | $6,462 | $4,410+46.5% | $4,123+56.7% | $6,407+0.9% |
| Admin fee / account holder | $2,001 | $5,336-62.5% | $5,150-61.1% | $12,270-83.7% |