Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,463 | $162,136-72.6% | $152,301-70.8% | $154,746-71.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 28.13% | 91.02%-62.9pp | 80.50%-52.4pp | 172.34%-144.2pp |
| Employer contribution / active EE | $1,528 | $4,890-68.8% | $4,624-67.0% | $4,379-65.1% |
| Participant deferral / active EE | $6,290 | $8,341-24.6% | $8,004-21.4% | $6,730-6.5% |
| Admin fee / account holder | $858 | $15,759-94.6% | $14,398-94.0% | $14,365-94.0% |