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 | $56,716 | $123,155-53.9% | $108,753-47.8% | $155,188-63.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 21.94% | 44.73%-22.8pp | 37.47%-15.5pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,499 | $2,811-46.7% | $2,427-38.2% | $4,248-64.7% |
| Participant deferral / active EE | $7,760 | $4,623+67.9% | $4,115+88.6% | $6,531+18.8% |
| Admin fee / account holder | $308 | $12,126-97.5% | $10,320-97.0% | $14,480-97.9% |