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 | $50,578 | $72,071-29.8% | $68,368-26.0% | $137,256-63.2% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 15.53% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,489 | $2,788-46.6% | $2,649-43.8% | $4,156-64.2% |
| Participant deferral / active EE | $4,657 | $4,410+5.6% | $4,123+12.9% | $6,407-27.3% |
| Admin fee / account holder | $4,469 | $5,336-16.2% | $5,150-13.2% | $12,270-63.6% |