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 | $94,358 | $185,312-49.1% | $161,489-41.6% | $154,746-39.0% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 15.55% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,259 | $4,769-52.6% | $4,268-47.1% | $4,379-48.4% |
| Participant deferral / active EE | $4,802 | $6,350-24.4% | $5,630-14.7% | $6,730-28.6% |
| Admin fee / account holder | $933 | $18,654-95.0% | $16,006-94.2% | $14,365-93.5% |