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 | $52,077 | $156,398-66.7% | $147,318-64.7% | $138,895-62.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 18.61% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,282 | $4,853-53.0% | $4,593-50.3% | $4,194-45.6% |
| Participant deferral / active EE | $5,251 | $8,237-36.3% | $7,906-33.6% | $6,396-17.9% |
| Admin fee / account holder | $767 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |