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 | $74,549 | $106,247-29.8% | $96,515-22.8% | $139,466-46.5% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 17.04% | 38.47%-21.4pp | 35.73%-18.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,438 | $4,106-65.0% | $3,740-61.6% | $4,754-69.8% |
| Participant deferral / active EE | $7,050 | $5,456+29.2% | $4,880+44.5% | $6,712+5.0% |
| Admin fee / account holder | $790 | $7,885-90.0% | $6,735-88.3% | $11,409-93.1% |