Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,626 | $65,555-60.9% | $86,216-70.3% | $75,173-65.9% |
| Participation rate | 47.6% | 60.5%-12.9pp | 69.0%-21.4pp | 67.2%-19.6pp |
| Annual return | 30.93% | 46.07%-15.1pp | 1169.42%-1138.5pp | 160.72%-129.8pp |
| Employer contribution / active EE | $1,579 | $1,553+1.6% | $2,382-33.7% | $2,671-40.9% |
| Participant deferral / active EE | $2,466 | $3,023-18.4% | $3,986-38.1% | $4,126-40.2% |
| Admin fee / account holder | $362 | $5,469-93.4% | $6,853-94.7% | $5,651-93.6% |