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 | $53,915 | $143,969-62.6% | $199,883-73.0% | $82,637-34.8% |
| Participation rate | 54.8% | 84.1%-29.3pp | 86.8%-31.9pp | 68.1%-13.2pp |
| Annual return | 19.25% | 25.67%-6.4pp | 43.81%-24.6pp | 53.51%-34.3pp |
| Employer contribution / active EE | $3,411 | $4,632-26.4% | $6,261-45.5% | $2,552+33.7% |
| Participant deferral / active EE | $6,668 | $6,937-3.9% | $9,138-27.0% | $4,126+61.6% |
| Admin fee / account holder | $2,090 | $14,597-85.7% | $17,268-87.9% | $7,339-71.5% |