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 | $62,091 | $154,228-59.7% | $145,433-57.3% | $137,256-54.8% |
| Participation rate | 23.5% | 83.8%-60.3pp | 82.1%-58.6pp | 80.0%-56.4pp |
| Annual return | 18.43% | 74.59%-56.2pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,249 | $4,804-74.0% | $4,554-72.6% | $4,156-70.0% |
| Participant deferral / active EE | $2,803 | $8,216-65.9% | $7,897-64.5% | $6,407-56.3% |
| Admin fee / account holder | $1,616 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |