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 | $78,756 | $114,119-31.0% | $107,187-26.5% | $138,895-43.3% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.8pp | 79.9%-38.7pp |
| Annual return | 17.64% | 273.21%-255.6pp | 204.55%-186.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,467 | $4,059-63.8% | $3,782-61.2% | $4,194-65.0% |
| Participant deferral / active EE | $2,775 | $5,538-49.9% | $5,096-45.5% | $6,396-56.6% |
| Admin fee / account holder | $1,334 | $10,024-86.7% | $9,162-85.4% | $12,562-89.4% |