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 | $24,651 | $210,510-88.3% | $153,500-83.9% | $145,877-83.1% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 11.71% | 13.45%-1.7pp | 15.70%-4.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,918 | $6,052-51.8% | $5,039-42.1% | $4,663-37.4% |
| Participant deferral / active EE | $2,594 | $7,974-67.5% | $6,756-61.6% | $6,691-61.2% |
| Admin fee / account holder | $560 | $19,455-97.1% | $12,736-95.6% | $13,402-95.8% |