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 | $57,219 | $156,398-63.4% | $147,318-61.2% | $138,895-58.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.86% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,376 | $4,853-51.0% | $4,593-48.3% | $4,194-43.3% |
| Participant deferral / active EE | $5,492 | $8,237-33.3% | $7,906-30.5% | $6,396-14.1% |
| Admin fee / account holder | $3,168 | $14,976-78.8% | $13,708-76.9% | $12,562-74.8% |