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 | $10,995 | $97,125-88.7% | $86,233-87.2% | $137,256-92.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 25.41% | 74.19%-48.8pp | 61.39%-36.0pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,119 | $2,841-60.6% | $2,504-55.3% | $4,156-73.1% |
| Participant deferral / active EE | $1,562 | $5,180-69.8% | $4,559-65.7% | $6,407-75.6% |
| Admin fee / account holder | $1,782 | $9,725-81.7% | $8,342-78.6% | $12,270-85.5% |