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 | $42,684 | $110,303-61.3% | $95,759-55.4% | $139,487-69.4% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 19.79% | 27.19%-7.4pp | 28.42%-8.6pp | 373.84%-354.0pp |
| Employer contribution / active EE | $3,283 | $3,261+0.7% | $2,836+15.8% | $4,755-31.0% |
| Participant deferral / active EE | $9,521 | $4,674+103.7% | $4,244+124.4% | $6,713+41.8% |
| Admin fee / account holder | $2,167 | $6,615-67.2% | $5,678-61.8% | $11,407-81.0% |