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 | $38,590 | $154,228-75.0% | $145,433-73.5% | $137,256-71.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 28.38% | 74.59%-46.2pp | 66.58%-38.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $2,760 | $4,804-42.5% | $4,554-39.4% | $4,156-33.6% |
| Participant deferral / active EE | $3,570 | $8,216-56.6% | $7,897-54.8% | $6,407-44.3% |
| Admin fee / account holder | $799 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |