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 | $49,190 | $78,690-37.5% | $161,489-69.5% | $87,485-43.8% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 19.11% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,277 | $2,588-50.7% | $4,268-70.1% | $2,596-50.8% |
| Participant deferral / active EE | $3,128 | $3,311-5.5% | $5,630-44.4% | $4,274-26.8% |
| Admin fee / account holder | $418 | $6,724-93.8% | $16,006-97.4% | $7,775-94.6% |