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 | $19,838 | $162,136-87.8% | $152,301-87.0% | $154,746-87.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 18.72% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,746 | $4,890-64.3% | $4,624-62.2% | $4,379-60.1% |
| Participant deferral / active EE | $2,776 | $8,341-66.7% | $8,004-65.3% | $6,730-58.8% |
| Admin fee / account holder | $1,041 | $15,759-93.4% | $14,398-92.8% | $14,365-92.8% |