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 | $56,270 | $67,823-17.0% | $52,425+7.3% | $137,256-59.0% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 15.66% | 219.11%-203.4pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,410 | $1,163+21.2% | $914+54.2% | $4,156-66.1% |
| Participant deferral / active EE | $2,970 | $2,288+29.8% | $1,790+65.9% | $6,407-53.6% |
| Admin fee / account holder | $775 | $2,844-72.8% | $2,495-68.9% | $12,270-93.7% |