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 | $47,897 | $185,312-74.2% | $161,489-70.3% | $154,746-69.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.83% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,188 | $4,769-75.1% | $4,268-72.2% | $4,379-72.9% |
| Participant deferral / active EE | $5,111 | $6,350-19.5% | $5,630-9.2% | $6,730-24.1% |
| Admin fee / account holder | $2,370 | $18,654-87.3% | $16,006-85.2% | $14,365-83.5% |