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 | $148,244 | $108,882+36.2% | $96,754+53.2% | $154,746-4.2% |
| Participation rate | 42.9% | 75.1%-32.2pp | 70.3%-27.4pp | 80.7%-37.8pp |
| Annual return | 19.45% | 98.39%-78.9pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $525 | $3,018-82.6% | $2,679-80.4% | $4,379-88.0% |
| Participant deferral / active EE | $1,114 | $5,323-79.1% | $4,758-76.6% | $6,730-83.4% |
| Admin fee / account holder | $595 | $10,200-94.2% | $8,905-93.3% | $14,365-95.9% |