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 | $28,879 | $114,119-74.7% | $107,187-73.1% | $138,895-79.2% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 79.9%-49.9pp |
| Annual return | 58.29% | 273.21%-214.9pp | 204.55%-146.3pp | 145.39%-87.1pp |
| Employer contribution / active EE | $1,335 | $4,059-67.1% | $3,782-64.7% | $4,194-68.2% |
| Participant deferral / active EE | $2,971 | $5,538-46.4% | $5,096-41.7% | $6,396-53.6% |
| Admin fee / account holder | $316 | $10,024-96.8% | $9,162-96.5% | $12,562-97.5% |