Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,098 | $123,155-84.5% | $108,753-82.4% | $155,188-87.7% |
| Participation rate | 54.5% | 75.6%-21.1pp | 71.1%-16.5pp | 80.8%-26.3pp |
| Annual return | 20.10% | 44.73%-24.6pp | 37.47%-17.4pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,217 | $2,811+14.4% | $2,427+32.6% | $4,248-24.3% |
| Participant deferral / active EE | $4,502 | $4,623-2.6% | $4,115+9.4% | $6,531-31.1% |
| Admin fee / account holder | $1,090 | $12,126-91.0% | $10,320-89.4% | $14,480-92.5% |