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 | $60,362 | $136,860-55.9% | $120,344-49.8% | $154,746-61.0% |
| Participation rate | 52.4% | 79.9%-27.5pp | 76.7%-24.3pp | 80.7%-28.3pp |
| Annual return | 12.52% | 21.38%-8.9pp | 20.30%-7.8pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,399 | $3,533-60.4% | $3,020-53.7% | $4,379-68.0% |
| Participant deferral / active EE | $4,594 | $5,793-20.7% | $5,135-10.5% | $6,730-31.7% |
| Admin fee / account holder | $22,232 | $15,393+44.4% | $12,742+74.5% | $14,365+54.8% |