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 | $33,376 | $154,228-78.4% | $145,433-77.1% | $137,256-75.7% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 16.25% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,521 | $4,804-68.3% | $4,554-66.6% | $4,156-63.4% |
| Participant deferral / active EE | $4,289 | $8,216-47.8% | $7,897-45.7% | $6,407-33.1% |
| Admin fee / account holder | $6,331 | $14,344-55.9% | $13,129-51.8% | $12,270-48.4% |