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 | $22,773 | $100,139-77.3% | $85,187-73.3% | $145,884-84.4% |
| Participation rate | 56.5% | 74.1%-17.6pp | 67.5%-11.0pp | 80.3%-23.8pp |
| Annual return | 16.55% | 84.15%-67.6pp | 66.67%-50.1pp | 551.85%-535.3pp |
| Employer contribution / active EE | $614 | $3,238-81.0% | $2,732-77.5% | $4,662-86.8% |
| Participant deferral / active EE | $2,016 | $5,296-61.9% | $4,525-55.5% | $6,690-69.9% |
| Admin fee / account holder | $1,594 | $7,262-78.0% | $6,162-74.1% | $13,392-88.1% |