Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,046 | $70,366-60.1% | $66,674-57.9% | $138,895-79.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 19.13% | 386.41%-367.3pp | 321.24%-302.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,180 | $2,765-57.3% | $2,620-54.9% | $4,194-71.9% |
| Participant deferral / active EE | $6,329 | $4,374+44.7% | $4,084+55.0% | $6,396-1.1% |
| Admin fee / account holder | $535 | $5,262-89.8% | $5,098-89.5% | $12,562-95.7% |