Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,609 | $162,136-68.2% | $152,301-66.1% | $154,746-66.6% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 17.36% | 91.02%-73.7pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,569 | $4,890-67.9% | $4,624-66.1% | $4,379-64.2% |
| Participant deferral / active EE | $4,964 | $8,341-40.5% | $8,004-38.0% | $6,730-26.2% |
| Admin fee / account holder | $2,705 | $15,759-82.8% | $14,398-81.2% | $14,365-81.2% |