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 | $23,147 | $70,366-67.1% | $66,674-65.3% | $138,895-83.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 17.85% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,055 | $2,765-61.8% | $2,620-59.7% | $4,194-74.8% |
| Participant deferral / active EE | $3,344 | $4,374-23.6% | $4,084-18.1% | $6,396-47.7% |
| Admin fee / account holder | $1,867 | $5,262-64.5% | $5,098-63.4% | $12,562-85.1% |