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 | $20,073 | $172,111-88.3% | $150,298-86.6% | $137,256-85.4% |
| Participation rate | 61.1% | 81.7%-20.6pp | 77.8%-16.6pp | 80.0%-18.8pp |
| Annual return | 20.30% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,753 | $4,636-62.2% | $4,154-57.8% | $4,156-57.8% |
| Participant deferral / active EE | $4,789 | $6,166-22.3% | $5,453-12.2% | $6,407-25.3% |
| Admin fee / account holder | $468 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |