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 | $21,937 | $115,225-81.0% | $100,712-78.2% | $138,895-84.2% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 22.40% | 40.35%-18.0pp | 33.27%-10.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,612 | $2,771-41.8% | $2,313-30.3% | $4,194-61.6% |
| Participant deferral / active EE | $2,066 | $4,699-56.0% | $4,085-49.4% | $6,396-67.7% |
| Admin fee / account holder | $1,716 | $10,844-84.2% | $9,256-81.5% | $12,562-86.3% |