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 | $45,792 | $209,336-78.1% | $197,124-76.8% | $137,256-66.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 18.80% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,621 | $6,591-75.4% | $6,227-74.0% | $4,156-61.0% |
| Participant deferral / active EE | $4,032 | $9,614-58.1% | $9,135-55.9% | $6,407-37.1% |
| Admin fee / account holder | $602 | $17,308-96.5% | $16,298-96.3% | $12,270-95.1% |