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 | $59,861 | $97,125-38.4% | $86,233-30.6% | $137,256-56.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.13% | 74.19%-60.1pp | 61.39%-47.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,181 | $2,841-58.4% | $2,504-52.8% | $4,156-71.6% |
| Participant deferral / active EE | $2,006 | $5,180-61.3% | $4,559-56.0% | $6,407-68.7% |
| Admin fee / account holder | $2,675 | $9,725-72.5% | $8,342-67.9% | $12,270-78.2% |