Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,105 | $76,407-27.9% | $150,298-63.3% | $82,448-33.2% |
| Participation rate | 37.8% | 66.4%-28.6pp | 77.8%-40.0pp | 68.1%-30.3pp |
| Annual return | 16.28% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $522 | $2,614-80.0% | $4,154-87.4% | $2,551-79.5% |
| Participant deferral / active EE | $1,455 | $3,214-54.7% | $5,453-73.3% | $4,139-64.9% |
| Admin fee / account holder | $6,224 | $6,352-2.0% | $14,116-55.9% | $7,234-14.0% |