Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,819 | $57,285-58.4% | $86,605-72.5% | $75,173-68.3% |
| Participation rate | 58.5% | 63.2%-4.7pp | 71.7%-13.2pp | 67.2%-8.7pp |
| Annual return | 16.82% | 2671.04%-2654.2pp | 591.39%-574.6pp | 160.65%-143.8pp |
| Employer contribution / active EE | $1,605 | $2,315-30.6% | $3,023-46.9% | $2,670-39.9% |
| Participant deferral / active EE | $1,837 | $3,318-44.6% | $4,438-58.6% | $4,126-55.5% |
| Admin fee / account holder | $2,609 | $4,112-36.6% | $5,611-53.5% | $5,651-53.8% |