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 | $13,543 | $125,778-89.2% | $114,563-88.2% | $154,746-91.2% |
| Participation rate | 63.2% | 75.2%-12.0pp | 72.9%-9.7pp | 80.7%-17.5pp |
| Annual return | 17.32% | 295.14%-277.8pp | 241.09%-223.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $761 | $2,806-72.9% | $2,592-70.6% | $4,379-82.6% |
| Participant deferral / active EE | $2,441 | $4,445-45.1% | $4,142-41.1% | $6,730-63.7% |
| Admin fee / account holder | $2,260 | $8,190-72.4% | $7,623-70.3% | $14,365-84.3% |