Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,015 | $154,228-77.3% | $145,433-75.9% | $137,256-74.5% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 15.13% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,505 | $4,804-68.7% | $4,554-67.0% | $4,156-63.8% |
| Participant deferral / active EE | $3,291 | $8,216-59.9% | $7,897-58.3% | $6,407-48.6% |
| Admin fee / account holder | $690 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |