Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,278 | $202,463-85.5% | $169,397-82.7% | $139,487-79.0% |
| Participation rate | 52.2% | 81.1%-28.9pp | 77.2%-25.0pp | 80.3%-28.2pp |
| Annual return | 19.95% | 532.64%-512.7pp | 406.23%-386.3pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,421 | $4,694-69.7% | $4,013-64.6% | $4,755-70.1% |
| Participant deferral / active EE | $3,356 | $6,941-51.7% | $6,223-46.1% | $6,713-50.0% |
| Admin fee / account holder | $4,001 | $10,726-62.7% | $9,017-55.6% | $11,407-64.9% |