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 | $25,780 | $155,555-83.4% | $146,866-82.4% | $155,188-83.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 23.28% | 115.41%-92.1pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $1,858 | $4,647-60.0% | $4,425-58.0% | $4,248-56.3% |
| Participant deferral / active EE | $3,079 | $8,044-61.7% | $7,759-60.3% | $6,531-52.9% |
| Admin fee / account holder | $6,025 | $14,755-59.2% | $13,620-55.8% | $14,480-58.4% |