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 | $56,041 | $50,554+10.9% | $67,681-17.2% | $87,485-35.9% |
| Participation rate | 14.8% | 67.7%-52.9pp | 73.7%-58.9pp | 68.9%-54.1pp |
| Annual return | 18.08% | 17.81%+0.3pp | 590.58%-572.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,481 | $2,961+17.5% | $3,976-12.5% | $4,274-18.6% |
| Admin fee / account holder | $11,047 | $4,132+167.3% | $6,100+81.1% | $7,775+42.1% |