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 | $55,905 | $65,961-15.2% | $180,320-69.0% | $94,015-40.5% |
| Participation rate | 54.0% | 61.3%-7.3pp | 71.5%-17.6pp | 70.8%-16.9pp |
| Annual return | 19.98% | 14.27%+5.7pp | 778.54%-758.6pp | 17.84%+2.1pp |
| Employer contribution / active EE | $1,412 | $1,737-18.7% | $4,108-65.6% | $2,790-49.4% |
| Participant deferral / active EE | $2,806 | $3,003-6.6% | $4,304-34.8% | $4,249-34.0% |
| Admin fee / account holder | $1,171 | $4,901-76.1% | $10,000-88.3% | $8,951-86.9% |