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 | $17,008 | $81,262-79.1% | $155,602-89.1% | $80,911-79.0% |
| Participation rate | 64.2% | 66.2%-2.0pp | 78.2%-14.0pp | 67.6%-3.4pp |
| Annual return | 72.89% | 33.34%+39.5pp | 64.81%+8.1pp | 35.63%+37.3pp |
| Employer contribution / active EE | $2,226 | $3,102-28.2% | $4,675-52.4% | $2,756-19.2% |
| Participant deferral / active EE | $5,604 | $3,451+62.4% | $5,629-0.4% | $4,297+30.4% |
| Admin fee / account holder | $3,436 | $7,992-57.0% | $15,923-78.4% | $6,935-50.5% |