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 | $56,301 | $154,228-63.5% | $145,433-61.3% | $137,256-59.0% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 20.84% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,846 | $4,804-40.8% | $4,554-37.5% | $4,156-31.5% |
| Participant deferral / active EE | $4,707 | $8,216-42.7% | $7,897-40.4% | $6,407-26.5% |
| Admin fee / account holder | $1,331 | $14,344-90.7% | $13,129-89.9% | $12,270-89.2% |