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 | $49,473 | $185,312-73.3% | $161,489-69.4% | $154,746-68.0% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 23.97% | 103.84%-79.9pp | 89.72%-65.8pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,438 | $4,769-69.8% | $4,268-66.3% | $4,379-67.2% |
| Participant deferral / active EE | $7,115 | $6,350+12.1% | $5,630+26.4% | $6,730+5.7% |
| Admin fee / account holder | $1,565 | $18,654-91.6% | $16,006-90.2% | $14,365-89.1% |