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 | $38,550 | $106,864-63.9% | $147,318-73.8% | $82,637-53.4% |
| Participation rate | 60.7% | 75.5%-14.8pp | 82.1%-21.4pp | 68.1%-7.3pp |
| Annual return | 19.06% | 27.49%-8.4pp | 70.43%-51.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $6,655 | $3,417+94.8% | $4,593+44.9% | $2,552+160.8% |
| Participant deferral / active EE | $7,133 | $6,496+9.8% | $7,906-9.8% | $4,126+72.9% |
| Admin fee / account holder | $11,210 | $8,415+33.2% | $13,708-18.2% | $7,339+52.8% |