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 | $24,729 | $65,575-62.3% | $86,209-71.3% | $75,181-67.1% |
| Participation rate | 42.5% | 60.5%-18.0pp | 69.0%-26.5pp | 67.2%-24.7pp |
| Annual return | 14.84% | 46.07%-31.2pp | 1169.05%-1154.2pp | 160.69%-145.8pp |
| Employer contribution / active EE | $931 | $1,553-40.0% | $2,381-60.9% | $2,671-65.1% |
| Participant deferral / active EE | $2,342 | $3,023-22.5% | $3,986-41.3% | $4,126-43.2% |
| Admin fee / account holder | $3,606 | $5,470-34.1% | $6,853-47.4% | $5,650-36.2% |