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 | $20,414 | $51,638-60.5% | $129,406-84.2% | $80,959-74.8% |
| Participation rate | 55.0% | 56.9%-1.9pp | 69.6%-14.6pp | 67.7%-12.7pp |
| Annual return | 19.74% | 20.78%-1.0pp | 9468.18%-9448.4pp | 35.67%-15.9pp |
| Employer contribution / active EE | $1,036 | $1,584-34.6% | $4,155-75.1% | $2,757-62.4% |
| Participant deferral / active EE | $3,236 | $2,670+21.2% | $4,167-22.4% | $4,300-24.8% |
| Admin fee / account holder | $620 | $4,313-85.6% | $7,689-91.9% | $6,925-91.0% |