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 | $34,902 | $183,516-81.0% | $155,534-77.6% | $145,884-76.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 9.20% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,972 | $5,315-62.9% | $4,675-57.8% | $4,662-57.7% |
| Participant deferral / active EE | $4,576 | $6,467-29.2% | $5,630-18.7% | $6,690-31.6% |
| Admin fee / account holder | $2,226 | $19,293-88.5% | $15,900-86.0% | $13,392-83.4% |