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 | $62,984 | $171,930-63.4% | $151,266-58.4% | $154,746-59.3% |
| Participation rate | 50.0% | 80.5%-30.5pp | 77.0%-27.0pp | 80.7%-30.7pp |
| Annual return | 16.01% | 242.03%-226.0pp | 180.60%-164.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,854 | $4,710-60.6% | $4,237-56.2% | $4,379-57.7% |
| Participant deferral / active EE | $2,481 | $8,191-69.7% | $7,337-66.2% | $6,730-63.1% |
| Admin fee / account holder | $2,904 | $15,803-81.6% | $13,159-77.9% | $14,365-79.8% |