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 | $48,073 | $110,307-56.4% | $96,576-50.2% | $139,456-65.5% |
| Participation rate | 11.8% | 78.1%-66.4pp | 76.0%-64.2pp | 80.3%-68.6pp |
| Annual return | 29.60% | 26.40%+3.2pp | 25.87%+3.7pp | 373.45%-343.8pp |
| Employer contribution / active EE | $928 | $3,619-74.4% | $2,965-68.7% | $4,753-80.5% |
| Participant deferral / active EE | $3,755 | $5,547-32.3% | $4,851-22.6% | $6,711-44.1% |
| Admin fee / account holder | $5,848 | $11,597-49.6% | $8,253-29.1% | $11,407-48.7% |