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 | $16,873 | $129,737-87.0% | $119,126-85.8% | $154,746-89.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 21.05% | 379.08%-358.0pp | 282.11%-261.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,677 | $4,375-38.8% | $4,034-33.6% | $4,379-38.9% |
| Participant deferral / active EE | $3,953 | $5,842-32.3% | $5,318-25.7% | $6,730-41.3% |
| Admin fee / account holder | $2,308 | $11,961-80.7% | $10,693-78.4% | $14,365-83.9% |