Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,720 | $69,012-67.1% | $160,009-85.8% | $68,486-66.8% |
| Participation rate | 54.8% | 65.4%-10.6pp | 78.0%-23.1pp | 67.9%-13.1pp |
| Annual return | 10.66% | -9.65%+20.3pp | 408.85%-398.2pp | -7.85%+18.5pp |
| Employer contribution / active EE | $3,075 | $2,212+39.0% | $4,225-27.2% | $2,597+18.4% |
| Participant deferral / active EE | $6,231 | $4,212+47.9% | $6,183+0.8% | $4,028+54.7% |
| Admin fee / account holder | $323 | $4,798-93.3% | $8,715-96.3% | $5,404-94.0% |