Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,057 | $61,125-54.1% | $94,057-70.2% | $87,485-67.9% |
| Participation rate | 67.6% | 64.1%+3.6pp | 73.3%-5.7pp | 68.9%-1.3pp |
| Annual return | 16.85% | 35.20%-18.3pp | 480.62%-463.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,818 | $2,136-14.9% | $2,933-38.0% | $2,596-30.0% |
| Participant deferral / active EE | $3,370 | $3,260+3.4% | $4,709-28.4% | $4,274-21.1% |
| Admin fee / account holder | $355 | $5,629-93.7% | $7,244-95.1% | $7,775-95.4% |