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 | $9,898 | $72,071-86.3% | $68,368-85.5% | $137,256-92.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 24.68% | 353.14%-328.5pp | 292.57%-267.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,601 | $2,788-42.6% | $2,649-39.6% | $4,156-61.5% |
| Participant deferral / active EE | $2,124 | $4,410-51.8% | $4,123-48.5% | $6,407-66.8% |
| Admin fee / account holder | $1,315 | $5,336-75.4% | $5,150-74.5% | $12,270-89.3% |