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 | $22,499 | $72,269-68.9% | $101,271-77.8% | $79,852-71.8% |
| Participation rate | 66.0% | 68.5%-2.4pp | 75.8%-9.8pp | 69.6%-3.6pp |
| Annual return | 42.48% | 22.29%+20.2pp | 46.48%-4.0pp | 31.72%+10.8pp |
| Employer contribution / active EE | $5,736 | $2,692+113.1% | $3,660+56.7% | $2,471+132.1% |
| Participant deferral / active EE | $2,122 | $3,282-35.3% | $4,371-51.4% | $3,740-43.3% |
| Admin fee / account holder | $1,947 | $4,401-55.8% | $5,948-67.3% | $5,306-63.3% |