Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,148 | $108,882-57.6% | $96,754-52.3% | $154,746-70.2% |
| Participation rate | 17.6% | 75.1%-57.4pp | 70.3%-52.6pp | 80.7%-63.1pp |
| Annual return | 15.21% | 98.39%-83.2pp | 82.04%-66.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,936 | $3,018-35.9% | $2,679-27.7% | $4,379-55.8% |
| Participant deferral / active EE | $3,564 | $5,323-33.0% | $4,758-25.1% | $6,730-47.0% |
| Admin fee / account holder | $5,331 | $10,200-47.7% | $8,905-40.1% | $14,365-62.9% |