Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,782 | $125,778-57.2% | $114,563-53.1% | $154,746-65.2% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.9%-27.4pp | 80.7%-35.2pp |
| Annual return | 21.21% | 295.14%-273.9pp | 241.09%-219.9pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,398 | $2,806-50.2% | $2,592-46.1% | $4,379-68.1% |
| Participant deferral / active EE | $2,043 | $4,445-54.0% | $4,142-50.7% | $6,730-69.7% |
| Admin fee / account holder | $1,346 | $8,190-83.6% | $7,623-82.3% | $14,365-90.6% |