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 | $76,089 | $72,071+5.6% | $68,368+11.3% | $137,256-44.6% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 23.11% | 353.14%-330.0pp | 292.57%-269.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,584 | $2,788-43.2% | $2,649-40.2% | $4,156-61.9% |
| Participant deferral / active EE | $4,245 | $4,410-3.7% | $4,123+3.0% | $6,407-33.7% |
| Admin fee / account holder | $3,044 | $5,336-43.0% | $5,150-40.9% | $12,270-75.2% |