Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,387 | $157,304-83.9% | $141,197-82.0% | $152,909-83.4% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.7pp | 82.5%-23.6pp |
| Annual return | 22.38% | 64.34%-42.0pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $3,108 | $5,263-40.9% | $4,736-34.4% | $4,764-34.8% |
| Participant deferral / active EE | $6,366 | $7,111-10.5% | $6,710-5.1% | $5,851+8.8% |
| Admin fee / account holder | $3,832 | $12,126-68.4% | $10,265-62.7% | $11,601-67.0% |