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 | $56,880 | $181,062-68.6% | $158,223-64.1% | $155,188-63.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 18.00% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,138 | $4,565-75.1% | $4,109-72.3% | $4,248-73.2% |
| Participant deferral / active EE | $5,875 | $6,134-4.2% | $5,467+7.5% | $6,531-10.0% |
| Admin fee / account holder | $493 | $18,825-97.4% | $16,047-96.9% | $14,480-96.6% |