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 | $38,796 | $110,410-64.9% | $102,437-62.1% | $145,897-73.4% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 19.77% | 24.85%-5.1pp | 24.95%-5.2pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,832 | $4,217-56.6% | $3,871-52.7% | $4,663-60.7% |
| Participant deferral / active EE | $3,806 | $5,622-32.3% | $5,060-24.8% | $6,689-43.1% |
| Admin fee / account holder | $545 | $9,745-94.4% | $8,388-93.5% | $13,390-95.9% |