Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,169 | $115,917-84.3% | $100,535-81.9% | $158,982-88.6% |
| Participation rate | 59.1% | 81.6%-22.5pp | 79.4%-20.3pp | 82.0%-22.9pp |
| Annual return | 26.34% | 34.80%-8.5pp | 30.90%-4.6pp | 302.99%-276.6pp |
| Employer contribution / active EE | $1,752 | $4,105-57.3% | $3,419-48.8% | $4,763-63.2% |
| Participant deferral / active EE | $3,560 | $6,677-46.7% | $6,271-43.2% | $5,983-40.5% |
| Admin fee / account holder | $914 | $11,002-91.7% | $8,085-88.7% | $11,252-91.9% |