Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,996 | $172,111-66.9% | $150,298-62.1% | $137,256-58.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.04% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,342 | $4,636-49.5% | $4,154-43.6% | $4,156-43.7% |
| Participant deferral / active EE | $4,609 | $6,166-25.3% | $5,453-15.5% | $6,407-28.1% |
| Admin fee / account holder | $305 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |