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 | $82,982 | $183,627-54.8% | $155,602-46.7% | $145,978-43.2% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 18.96% | 61.32%-42.4pp | 64.81%-45.9pp | 550.52%-531.6pp |
| Employer contribution / active EE | $1,941 | $5,316-63.5% | $4,675-58.5% | $4,662-58.4% |
| Participant deferral / active EE | $4,579 | $6,466-29.2% | $5,629-18.6% | $6,690-31.5% |
| Admin fee / account holder | $1,680 | $19,327-91.3% | $15,923-89.5% | $13,400-87.5% |