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 | $78,151 | $111,535-29.9% | $105,223-25.7% | $137,256-43.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 18.34% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,226 | $3,939-43.5% | $3,689-39.6% | $4,156-46.4% |
| Participant deferral / active EE | $6,382 | $5,500+16.0% | $5,072+25.8% | $6,407-0.4% |
| Admin fee / account holder | $1,200 | $9,721-87.7% | $8,859-86.5% | $12,270-90.2% |