Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,185 | $106,267-76.3% | $96,520-73.9% | $139,456-81.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 23.00% | 38.45%-15.5pp | 35.72%-12.7pp | 373.45%-350.5pp |
| Employer contribution / active EE | $1,678 | $4,105-59.1% | $3,739-55.1% | $4,753-64.7% |
| Participant deferral / active EE | $3,422 | $5,454-37.3% | $4,879-29.9% | $6,711-49.0% |
| Admin fee / account holder | $648 | $7,882-91.8% | $6,733-90.4% | $11,407-94.3% |