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 | $58,836 | $154,228-61.9% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.33% | 74.59%-55.3pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,483 | $4,804-27.5% | $4,554-23.5% | $4,156-16.2% |
| Participant deferral / active EE | $5,350 | $8,216-34.9% | $7,897-32.3% | $6,407-16.5% |
| Admin fee / account holder | $5,555 | $14,344-61.3% | $13,129-57.7% | $12,270-54.7% |