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 | $21,256 | $154,228-86.2% | $145,433-85.4% | $137,256-84.5% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 22.56% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $4,315 | $4,804-10.2% | $4,554-5.3% | $4,156+3.8% |
| Participant deferral / active EE | $9,954 | $8,216+21.1% | $7,897+26.0% | $6,407+55.4% |
| Admin fee / account holder | $4,729 | $14,344-67.0% | $13,129-64.0% | $12,270-61.5% |