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 | $44,298 | $102,938-57.0% | $94,105-52.9% | $138,895-68.1% |
| Participation rate | 64.3% | 74.6%-10.4pp | 71.9%-7.7pp | 79.9%-15.6pp |
| Annual return | 16.15% | 250.28%-234.1pp | 204.55%-188.4pp | 145.39%-129.2pp |
| Employer contribution / active EE | $750 | $2,732-72.5% | $2,504-70.0% | $4,194-82.1% |
| Participant deferral / active EE | $5,708 | $4,196+36.0% | $3,881+47.1% | $6,396-10.8% |
| Admin fee / account holder | $1,270 | $6,600-80.8% | $6,199-79.5% | $12,562-89.9% |