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 | $58,055 | $148,623-60.9% | $135,974-57.3% | $139,466-58.4% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 20.94% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,874 | $5,246-64.3% | $4,859-61.4% | $4,754-60.6% |
| Participant deferral / active EE | $3,370 | $8,103-58.4% | $7,760-56.6% | $6,712-49.8% |
| Admin fee / account holder | $549 | $12,406-95.6% | $10,767-94.9% | $11,409-95.2% |