Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,752 | $182,442-72.2% | $163,379-68.9% | $138,895-63.5% |
| Participation rate | 58.3% | 79.8%-21.4pp | 76.8%-18.5pp | 79.9%-21.6pp |
| Annual return | 17.32% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,522 | $6,817-33.7% | $6,282-28.0% | $6,396-29.3% |
| Admin fee / account holder | $5,639 | $10,396-45.8% | $9,818-42.6% | $12,562-55.1% |