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 | $36,253 | $72,071-49.7% | $68,368-47.0% | $137,256-73.6% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.0%-14.7pp |
| Annual return | 17.02% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,105 | $2,788+11.4% | $2,649+17.2% | $4,156-25.3% |
| Participant deferral / active EE | $4,654 | $4,410+5.5% | $4,123+12.9% | $6,407-27.4% |
| Admin fee / account holder | $1,077 | $5,336-79.8% | $5,150-79.1% | $12,270-91.2% |