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 | $9,641 | $51,202-81.2% | $70,548-86.3% | $75,181-87.2% |
| Participation rate | 65.0% | 61.0%+4.0pp | 68.3%-3.3pp | 67.2%-2.2pp |
| Annual return | 45.23% | 30.05%+15.2pp | 32.78%+12.5pp | 160.69%-115.5pp |
| Employer contribution / active EE | $2,139 | $1,827+17.1% | $2,975-28.1% | $2,671-19.9% |
| Participant deferral / active EE | $2,476 | $2,850-13.1% | $4,567-45.8% | $4,126-40.0% |
| Admin fee / account holder | $1,278 | $4,094-68.8% | $6,424-80.1% | $5,650-77.4% |