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 | $26,655 | $111,535-76.1% | $105,223-74.7% | $137,256-80.6% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 80.0%-10.4pp |
| Annual return | 12.61% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,804 | $5,500-12.7% | $5,072-5.3% | $6,407-25.0% |
| Admin fee / account holder | $1,836 | $9,721-81.1% | $8,859-79.3% | $12,270-85.0% |