Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,391 | $125,778-66.3% | $114,563-63.0% | $154,746-72.6% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.9%-36.5pp | 80.7%-44.3pp |
| Annual return | 17.32% | 295.14%-277.8pp | 241.09%-223.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $859 | $2,806-69.4% | $2,592-66.9% | $4,379-80.4% |
| Participant deferral / active EE | $1,755 | $4,445-60.5% | $4,142-57.6% | $6,730-73.9% |
| Admin fee / account holder | $3,174 | $8,190-61.2% | $7,623-58.4% | $14,365-77.9% |