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 | $30,118 | $70,684-57.4% | $169,390-82.2% | $75,173-59.9% |
| Participation rate | 44.0% | 64.8%-20.8pp | 77.2%-33.2pp | 67.2%-23.2pp |
| Annual return | 19.19% | 36.38%-17.2pp | 406.07%-386.9pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,630 | $2,211-26.3% | $4,013-59.4% | $2,671-39.0% |
| Participant deferral / active EE | $2,928 | $4,310-32.1% | $6,222-52.9% | $4,126-29.0% |
| Admin fee / account holder | $4,169 | $5,404-22.9% | $9,015-53.8% | $5,651-26.2% |