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 | $50,810 | $106,749-52.4% | $145,433-65.1% | $82,448-38.4% |
| Participation rate | 53.6% | 75.6%-22.1pp | 82.1%-28.5pp | 68.1%-14.5pp |
| Annual return | 17.08% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,865 | $3,444-45.8% | $4,554-59.0% | $2,551-26.9% |
| Participant deferral / active EE | $6,245 | $6,519-4.2% | $7,897-20.9% | $4,139+50.9% |
| Admin fee / account holder | $1,624 | $8,390-80.6% | $13,129-87.6% | $7,234-77.5% |