Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $49,452 | $201,259-75.4% | $184,200-73.2% | $145,959-66.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 18.77% | 28.98%-10.2pp | 28.80%-10.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $5,322 | $7,018-24.2% | $6,424-17.2% | $4,661+14.2% |
| Participant deferral / active EE | $10,722 | $9,806+9.3% | $9,132+17.4% | $6,689+60.3% |
| Admin fee / account holder | $5,270 | $16,372-67.8% | $13,907-62.1% | $13,398-60.7% |