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 | $104,229 | $174,379-40.2% | $152,093-31.5% | $138,895-25.0% |
| Participation rate | 46.7% | 81.6%-35.0pp | 77.8%-31.1pp | 79.9%-33.3pp |
| Annual return | 21.73% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $895 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $3,992 | $6,159-35.2% | $5,451-26.8% | $6,396-37.6% |
| Admin fee / account holder | $563 | $16,880-96.7% | $14,497-96.1% | $12,562-95.5% |