Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $52,588 | $209,336-74.9% | $197,124-73.3% | $137,256-61.7% |
| Participation rate | 61.9% | 87.3%-25.4pp | 86.7%-24.8pp | 80.0%-18.1pp |
| Annual return | 15.10% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,432 | $6,591-78.3% | $6,227-77.0% | $4,156-65.5% |
| Participant deferral / active EE | $2,991 | $9,614-68.9% | $9,135-67.3% | $6,407-53.3% |
| Admin fee / account holder | $592 | $17,308-96.6% | $16,298-96.4% | $12,270-95.2% |