Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $53,618 | $51,638+3.8% | $68,368-21.6% | $82,448-35.0% |
| Participation rate | 35.0% | 63.6%-28.6pp | 73.8%-38.8pp | 68.1%-33.1pp |
| Annual return | 19.22% | 37.53%-18.3pp | 292.57%-273.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $408 | $2,047-80.1% | $2,649-84.6% | $2,551-84.0% |
| Participant deferral / active EE | $1,128 | $2,914-61.3% | $4,123-72.6% | $4,139-72.8% |
| Admin fee / account holder | $1,744 | $4,643-62.4% | $5,150-66.1% | $7,234-75.9% |