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 | $48,145 | $124,425-61.3% | $112,040-57.0% | $137,256-64.9% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 22.95% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,524 | $3,411-26.0% | $2,954-14.5% | $4,156-39.3% |
| Participant deferral / active EE | $3,498 | $5,718-38.8% | $5,098-31.4% | $6,407-45.4% |
| Admin fee / account holder | $1,154 | $15,207-92.4% | $12,098-90.5% | $12,270-90.6% |