Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,210 | $154,228-75.9% | $145,433-74.4% | $137,256-72.9% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 22.63% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,216 | $4,804-74.7% | $4,554-73.3% | $4,156-70.8% |
| Participant deferral / active EE | $4,145 | $8,216-49.5% | $7,897-47.5% | $6,407-35.3% |
| Admin fee / account holder | $326 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |