Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $61,361 | $112,729-45.6% | $98,716-37.8% | $137,256-55.3% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.3%-13.0pp | 80.0%-23.7pp |
| Annual return | 39.21% | 38.48%+0.7pp | 31.81%+7.4pp | 220.34%-181.1pp |
| Employer contribution / active EE | $2,219 | $2,725-18.6% | $2,279-2.6% | $4,156-46.6% |
| Participant deferral / active EE | $5,946 | $4,640+28.1% | $4,048+46.9% | $6,407-7.2% |
| Admin fee / account holder | $1,853 | $10,129-81.7% | $8,703-78.7% | $12,270-84.9% |