Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,005 | $89,259-40.6% | $107,187-50.5% | $82,637-35.9% |
| Participation rate | 47.4% | 67.9%-20.6pp | 75.0%-27.7pp | 68.1%-20.7pp |
| Annual return | 16.94% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,384 | $3,080-55.1% | $3,782-63.4% | $2,552-45.8% |
| Participant deferral / active EE | $3,285 | $4,037-18.6% | $5,096-35.5% | $4,126-20.4% |
| Admin fee / account holder | $1,100 | $7,381-85.1% | $9,162-88.0% | $7,339-85.0% |