Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,139 | $114,013-81.5% | $103,693-79.6% | $155,188-86.4% |
| Participation rate | 47.4% | 75.2%-27.8pp | 72.6%-25.3pp | 80.8%-33.4pp |
| Annual return | 13.21% | 49.31%-36.1pp | 47.61%-34.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $822 | $3,131-73.8% | $2,920-71.9% | $4,248-80.7% |
| Participant deferral / active EE | $1,276 | $4,970-74.3% | $4,579-72.1% | $6,531-80.5% |
| Admin fee / account holder | $2,228 | $8,407-73.5% | $7,858-71.7% | $14,480-84.6% |