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 | $50,323 | $154,228-67.4% | $145,433-65.4% | $137,256-63.3% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 17.32% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,053 | $4,804-78.1% | $4,554-76.9% | $4,156-74.7% |
| Participant deferral / active EE | $2,851 | $8,216-65.3% | $7,897-63.9% | $6,407-55.5% |
| Admin fee / account holder | $6,130 | $14,344-57.3% | $13,129-53.3% | $12,270-50.0% |