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 | $23,347 | $138,102-83.1% | $125,381-81.4% | $134,532-82.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 2.37% | 750.73%-748.4pp | 572.31%-569.9pp | 418.27%-415.9pp |
| Employer contribution / active EE | $1,807 | $5,245-65.6% | $4,815-62.5% | $4,741-61.9% |
| Participant deferral / active EE | $2,591 | $7,801-66.8% | $7,448-65.2% | $6,401-59.5% |
| Admin fee / account holder | $11,367 | $11,568-1.7% | $10,007+13.6% | $11,429-0.5% |