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 | $17,997 | $183,592-90.2% | $155,574-88.4% | $145,877-87.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.95% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $2,235 | $5,317-58.0% | $4,676-52.2% | $4,663-52.1% |
| Participant deferral / active EE | $4,188 | $6,466-35.2% | $5,629-25.6% | $6,691-37.4% |
| Admin fee / account holder | $3,786 | $19,316-80.4% | $15,914-76.2% | $13,402-71.8% |