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 | $39,141 | $201,370-80.6% | $184,256-78.8% | $145,897-73.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 20.90% | 29.05%-8.2pp | 28.85%-7.9pp | 552.29%-531.4pp |
| Employer contribution / active EE | $3,547 | $7,024-49.5% | $6,427-44.8% | $4,663-23.9% |
| Participant deferral / active EE | $5,349 | $9,808-45.5% | $9,133-41.4% | $6,689-20.0% |
| Admin fee / account holder | $3,648 | $16,364-77.7% | $13,899-73.8% | $13,390-72.8% |