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 | $35,162 | $129,737-72.9% | $119,126-70.5% | $154,746-77.3% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 20.61% | 379.08%-358.5pp | 282.11%-261.5pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,413 | $4,375-67.7% | $4,034-65.0% | $4,379-67.7% |
| Participant deferral / active EE | $2,257 | $5,842-61.4% | $5,318-57.6% | $6,730-66.5% |
| Admin fee / account holder | $2,766 | $11,961-76.9% | $10,693-74.1% | $14,365-80.7% |