Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,006 | $154,228-67.6% | $145,433-65.6% | $137,256-63.6% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 29.13% | 74.59%-45.5pp | 66.58%-37.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $2,005 | $4,804-58.3% | $4,554-56.0% | $4,156-51.8% |
| Participant deferral / active EE | $5,990 | $8,216-27.1% | $7,897-24.1% | $6,407-6.5% |
| Admin fee / account holder | $3,104 | $14,344-78.4% | $13,129-76.4% | $12,270-74.7% |