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 | $54,081 | $225,673-76.0% | $203,872-73.5% | $155,188-65.2% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 18.86% | 95.91%-77.0pp | 85.11%-66.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $900 | $4,099-78.0% | $3,757-76.0% | $4,248-78.8% |
| Participant deferral / active EE | $15,667 | $6,893+127.3% | $6,388+145.3% | $6,531+139.9% |
| Admin fee / account holder | $2,198 | $12,327-82.2% | $11,730-81.3% | $14,480-84.8% |