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 | $45,841 | $107,421-57.3% | $182,262-74.8% | $94,015-51.2% |
| Participation rate | 66.7% | 77.8%-11.1pp | 84.2%-17.5pp | 70.8%-4.2pp |
| Annual return | 15.79% | 21.32%-5.5pp | 140.60%-124.8pp | 17.84%-2.1pp |
| Employer contribution / active EE | $3,002 | $3,448-12.9% | $5,046-40.5% | $2,790+7.6% |
| Participant deferral / active EE | $5,306 | $6,558-19.1% | $8,276-35.9% | $4,249+24.9% |
| Admin fee / account holder | $5,585 | $8,692-35.7% | $16,712-66.6% | $8,951-37.6% |