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 | $56,761 | $213,785-73.4% | $185,441-69.4% | $155,188-63.4% |
| Participation rate | 27.8% | 83.2%-55.4pp | 80.3%-52.5pp | 80.8%-53.0pp |
| Annual return | 20.40% | 19.97%+0.4pp | 20.16%+0.2pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,456 | $5,393-73.0% | $4,672-68.8% | $4,248-65.7% |
| Participant deferral / active EE | $4,908 | $6,864-28.5% | $6,152-20.2% | $6,531-24.8% |
| Admin fee / account holder | $1,632 | $21,134-92.3% | $17,890-90.9% | $14,480-88.7% |