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 | $35,295 | $102,422-65.5% | $147,117-76.0% | $80,959-56.4% |
| Participation rate | 67.4% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 13.63% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,035 | $3,717-45.3% | $4,932-58.7% | $2,757-26.2% |
| Participant deferral / active EE | $5,015 | $6,652-24.6% | $8,065-37.8% | $4,300+16.6% |
| Admin fee / account holder | $639 | $7,953-92.0% | $12,993-95.1% | $6,925-90.8% |