Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,912 | $64,324-47.3% | $118,946-71.5% | $79,852-57.5% |
| Participation rate | 51.2% | 64.9%-13.6pp | 75.4%-24.2pp | 69.6%-18.4pp |
| Annual return | 56.55% | 86.45%-29.9pp | 35.89%+20.7pp | 31.72%+24.8pp |
| Employer contribution / active EE | $1,759 | $1,836-4.2% | $3,263-46.1% | $2,471-28.8% |
| Participant deferral / active EE | $3,706 | $2,824+31.2% | $4,266-13.1% | $3,740-0.9% |
| Admin fee / account holder | $333 | $4,040-91.8% | $6,581-94.9% | $5,306-93.7% |