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 | $53,906 | $156,398-65.5% | $147,318-63.4% | $138,895-61.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 15.88% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,640 | $4,853-66.2% | $4,593-64.3% | $4,194-60.9% |
| Participant deferral / active EE | $3,681 | $8,237-55.3% | $7,906-53.4% | $6,396-42.4% |
| Admin fee / account holder | $496 | $14,976-96.7% | $13,708-96.4% | $12,562-96.1% |