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 | $42,142 | $183,627-77.1% | $155,602-72.9% | $145,978-71.1% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 17.42% | 61.32%-43.9pp | 64.81%-47.4pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,913 | $5,316-64.0% | $4,675-59.1% | $4,662-59.0% |
| Participant deferral / active EE | $6,157 | $6,466-4.8% | $5,629+9.4% | $6,690-8.0% |
| Admin fee / account holder | $977 | $19,327-94.9% | $15,923-93.9% | $13,400-92.7% |