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 | $68,967 | $73,978-6.8% | $96,515-28.5% | $75,173-8.3% |
| Participation rate | 25.9% | 66.4%-40.5pp | 74.3%-48.4pp | 67.2%-41.3pp |
| Annual return | 69.57% | 26.72%+42.8pp | 35.73%+33.8pp | 160.72%-91.1pp |
| Employer contribution / active EE | $1,219 | $2,931-58.4% | $3,740-67.4% | $2,671-54.4% |
| Participant deferral / active EE | $2,300 | $3,660-37.2% | $4,880-52.9% | $4,126-44.3% |
| Admin fee / account holder | $1,155 | $5,219-77.9% | $6,735-82.8% | $5,651-79.6% |