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 | $17,501 | $129,737-86.5% | $119,126-85.3% | $154,746-88.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 27.63% | 379.08%-351.5pp | 282.11%-254.5pp | 172.34%-144.7pp |
| Employer contribution / active EE | $982 | $4,375-77.6% | $4,034-75.7% | $4,379-77.6% |
| Participant deferral / active EE | $3,861 | $5,842-33.9% | $5,318-27.4% | $6,730-42.6% |
| Admin fee / account holder | $876 | $11,961-92.7% | $10,693-91.8% | $14,365-93.9% |