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 | $27,236 | $123,750-78.0% | $69,611-60.9% | $145,877-81.3% |
| Participation rate | 68.8% | 69.2%-0.4pp | 66.4%+2.3pp | 80.3%-11.6pp |
| Annual return | 8.09% | 192.03%-183.9pp | 101.14%-93.0pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,288 | $2,672-51.8% | $1,709-24.6% | $4,663-72.4% |
| Participant deferral / active EE | $2,888 | $4,243-31.9% | $2,891-0.1% | $6,691-56.8% |
| Admin fee / account holder | $3,841 | $7,817-50.9% | $4,696-18.2% | $13,402-71.3% |