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 | $48,472 | $67,823-28.5% | $52,425-7.5% | $137,256-64.7% |
| Participation rate | 26.7% | 63.9%-37.2pp | 55.6%-29.0pp | 80.0%-53.3pp |
| Annual return | 24.83% | 219.11%-194.3pp | 302.12%-277.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,310 | $1,163+12.6% | $914+43.3% | $4,156-68.5% |
| Participant deferral / active EE | $2,475 | $2,288+8.2% | $1,790+38.2% | $6,407-61.4% |
| Admin fee / account holder | $451 | $2,844-84.2% | $2,495-81.9% | $12,270-96.3% |