Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,436 | $29,319-13.2% | $52,425-51.5% | $82,448-69.1% |
| Participation rate | 52.6% | 46.9%+5.8pp | 55.6%-3.0pp | 68.1%-15.4pp |
| Annual return | 21.45% | 535.20%-513.8pp | 302.12%-280.7pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,065 | $586+252.1% | $914+125.8% | $2,551-19.1% |
| Participant deferral / active EE | $3,618 | $1,171+208.8% | $1,790+102.0% | $4,139-12.6% |
| Admin fee / account holder | $1,006 | $1,962-48.8% | $2,495-59.7% | $7,234-86.1% |