Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,433 | $114,119-80.3% | $107,187-79.1% | $138,895-83.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 18.01% | 273.21%-255.2pp | 204.55%-186.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,197 | $4,059-70.5% | $3,782-68.3% | $4,194-71.5% |
| Participant deferral / active EE | $1,950 | $5,538-64.8% | $5,096-61.7% | $6,396-69.5% |
| Admin fee / account holder | $2,059 | $10,024-79.5% | $9,162-77.5% | $12,562-83.6% |