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 | $62,513 | $102,422-39.0% | $147,117-57.5% | $80,959-22.8% |
| Participation rate | 67.4% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 13.29% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,525 | $3,717-32.1% | $4,932-48.8% | $2,757-8.4% |
| Participant deferral / active EE | $5,899 | $6,652-11.3% | $8,065-26.8% | $4,300+37.2% |
| Admin fee / account holder | $1,559 | $7,953-80.4% | $12,993-88.0% | $6,925-77.5% |