Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,721 | $106,923-75.0% | $84,023-68.2% | $152,909-82.5% |
| Participation rate | 35.0% | 75.3%-40.3pp | 69.0%-34.0pp | 82.5%-47.5pp |
| Annual return | 23.07% | 105.02%-81.9pp | 71.32%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,754 | $2,735-35.9% | $1,984-11.6% | $4,764-63.2% |
| Participant deferral / active EE | $3,390 | $4,013-15.5% | $3,239+4.6% | $5,851-42.1% |
| Admin fee / account holder | $4,790 | $8,289-42.2% | $6,102-21.5% | $11,601-58.7% |