Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,843 | $114,119-74.7% | $107,187-73.1% | $138,895-79.2% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 22.47% | 273.21%-250.7pp | 204.55%-182.1pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,888 | $4,059-53.5% | $3,782-50.1% | $4,194-55.0% |
| Participant deferral / active EE | $3,681 | $5,538-33.5% | $5,096-27.8% | $6,396-42.5% |
| Admin fee / account holder | $813 | $10,024-91.9% | $9,162-91.1% | $12,562-93.5% |