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 | $59,735 | $101,795-41.3% | $165,100-63.8% | $80,959-26.2% |
| Participation rate | 10.7% | 71.8%-61.1pp | 78.6%-67.9pp | 67.7%-57.0pp |
| Annual return | 18.67% | 16.73%+1.9pp | 70.21%-51.5pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,953 | $2,954-33.9% | $4,348-55.1% | $2,757-29.2% |
| Participant deferral / active EE | $3,295 | $4,476-26.4% | $6,035-45.4% | $4,300-23.4% |
| Admin fee / account holder | $1,371 | $8,221-83.3% | $12,696-89.2% | $6,925-80.2% |