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 | $20,973 | $129,737-83.8% | $119,126-82.4% | $154,746-86.4% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 21.67% | 379.08%-357.4pp | 282.11%-260.4pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,676 | $4,375-61.7% | $4,034-58.4% | $4,379-61.7% |
| Participant deferral / active EE | $2,709 | $5,842-53.6% | $5,318-49.1% | $6,730-59.8% |
| Admin fee / account holder | $1,196 | $11,961-90.0% | $10,693-88.8% | $14,365-91.7% |