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 | $22,721 | $162,136-86.0% | $152,301-85.1% | $154,746-85.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 18.33% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,133 | $4,890-76.8% | $4,624-75.5% | $4,379-74.1% |
| Participant deferral / active EE | $4,572 | $8,341-45.2% | $8,004-42.9% | $6,730-32.1% |
| Admin fee / account holder | $1,817 | $15,759-88.5% | $14,398-87.4% | $14,365-87.3% |