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 | $48,133 | $185,312-74.0% | $161,489-70.2% | $154,746-68.9% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 15.15% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,841 | $4,769-61.4% | $4,268-56.9% | $4,379-58.0% |
| Participant deferral / active EE | $3,455 | $6,350-45.6% | $5,630-38.6% | $6,730-48.7% |
| Admin fee / account holder | $2,186 | $18,654-88.3% | $16,006-86.3% | $14,365-84.8% |