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 | $49,193 | $111,535-55.9% | $105,223-53.2% | $137,256-64.2% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 21.91% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,375 | $3,939-65.1% | $3,689-62.7% | $4,156-66.9% |
| Participant deferral / active EE | $6,236 | $5,500+13.4% | $5,072+23.0% | $6,407-2.7% |
| Admin fee / account holder | $959 | $9,721-90.1% | $8,859-89.2% | $12,270-92.2% |