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 | $63,114 | $124,425-49.3% | $112,040-43.7% | $137,256-54.0% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 16.34% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,274 | $3,411-33.4% | $2,954-23.0% | $4,156-45.3% |
| Participant deferral / active EE | $4,691 | $5,718-18.0% | $5,098-8.0% | $6,407-26.8% |
| Admin fee / account holder | $3,882 | $15,207-74.5% | $12,098-67.9% | $12,270-68.4% |