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 | $29,401 | $162,136-81.9% | $152,301-80.7% | $154,746-81.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 19.49% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,927 | $4,890-40.2% | $4,624-36.7% | $4,379-33.2% |
| Participant deferral / active EE | $5,576 | $8,341-33.1% | $8,004-30.3% | $6,730-17.1% |
| Admin fee / account holder | $590 | $15,759-96.3% | $14,398-95.9% | $14,365-95.9% |