Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,809 | $114,119-84.4% | $107,187-83.4% | $138,895-87.2% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 79.9%-23.7pp |
| Annual return | 28.58% | 273.21%-244.6pp | 204.55%-176.0pp | 145.39%-116.8pp |
| Employer contribution / active EE | $1,803 | $4,059-55.6% | $3,782-52.3% | $4,194-57.0% |
| Participant deferral / active EE | $6,096 | $5,538+10.1% | $5,096+19.6% | $6,396-4.7% |
| Admin fee / account holder | $1,369 | $10,024-86.3% | $9,162-85.1% | $12,562-89.1% |