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 | $27,814 | $102,385-72.8% | $147,080-81.1% | $80,935-65.6% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.7%-10.0pp |
| Annual return | 20.33% | 135.09%-114.8pp | 420.17%-399.8pp | 35.66%-15.3pp |
| Employer contribution / active EE | $3,596 | $3,717-3.3% | $4,933-27.1% | $2,757+30.4% |
| Participant deferral / active EE | $6,879 | $6,651+3.4% | $8,066-14.7% | $4,299+60.0% |
| Admin fee / account holder | $11,065 | $7,951+39.2% | $12,989-14.8% | $6,924+59.8% |