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 | $53,559 | $110,137-51.4% | $161,149-66.8% | $82,637-35.2% |
| Participation rate | 54.9% | 72.4%-17.4pp | 78.8%-23.9pp | 68.1%-13.1pp |
| Annual return | 16.22% | 20.69%-4.5pp | 21.16%-4.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,500 | $2,856-47.5% | $4,360-65.6% | $2,552-41.2% |
| Participant deferral / active EE | $3,080 | $4,575-32.7% | $6,153-49.9% | $4,126-25.4% |
| Admin fee / account holder | $5,437 | $9,467-42.6% | $15,194-64.2% | $7,339-25.9% |