Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $45,717 | $154,228-70.4% | $145,433-68.6% | $137,256-66.7% |
| Participation rate | 57.9% | 83.8%-25.9pp | 82.1%-24.2pp | 80.0%-22.1pp |
| Annual return | 21.74% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,420 | $4,804-70.4% | $4,554-68.8% | $4,156-65.8% |
| Participant deferral / active EE | $3,751 | $8,216-54.4% | $7,897-52.5% | $6,407-41.5% |
| Admin fee / account holder | $491 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |