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 | $44,839 | $95,453-53.0% | $112,040-60.0% | $82,448-45.6% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.5%-20.6pp | 68.1%-12.2pp |
| Annual return | 19.45% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,977 | $2,318-14.7% | $2,954-33.1% | $2,551-22.5% |
| Participant deferral / active EE | $2,732 | $4,224-35.3% | $5,098-46.4% | $4,139-34.0% |
| Admin fee / account holder | $1,229 | $9,013-86.4% | $12,098-89.8% | $7,234-83.0% |