Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,868 | $124,980-52.9% | $108,359-45.7% | $154,746-62.0% |
| Participation rate | 53.8% | 75.2%-21.3pp | 70.1%-16.3pp | 80.7%-26.9pp |
| Annual return | 20.25% | 45.00%-24.7pp | 36.89%-16.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,489 | $2,851-47.8% | $2,399-37.9% | $4,379-66.0% |
| Participant deferral / active EE | $4,697 | $4,743-1.0% | $4,137+13.5% | $6,730-30.2% |
| Admin fee / account holder | $9,191 | $11,502-20.1% | $9,741-5.6% | $14,365-36.0% |