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 | $16,574 | $114,119-85.5% | $107,187-84.5% | $138,895-88.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 21.02% | 273.21%-252.2pp | 204.55%-183.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,550 | $4,059-61.8% | $3,782-59.0% | $4,194-63.1% |
| Participant deferral / active EE | $2,442 | $5,538-55.9% | $5,096-52.1% | $6,396-61.8% |
| Admin fee / account holder | $1,108 | $10,024-88.9% | $9,162-87.9% | $12,562-91.2% |