Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,046 | $154,228-85.7% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 82.48% | 74.59%+7.9pp | 66.58%+15.9pp | 220.34%-137.9pp |
| Employer contribution / active EE | $2,450 | $4,804-49.0% | $4,554-46.2% | $4,156-41.1% |
| Participant deferral / active EE | $7,495 | $8,216-8.8% | $7,897-5.1% | $6,407+17.0% |
| Admin fee / account holder | $857 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |