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 | $33,242 | $102,422-67.5% | $147,117-77.4% | $80,959-58.9% |
| Participation rate | 43.2% | 75.9%-32.6pp | 82.2%-38.9pp | 67.7%-24.4pp |
| Annual return | 16.56% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,109 | $3,717-70.2% | $4,932-77.5% | $2,757-59.8% |
| Participant deferral / active EE | $4,361 | $6,652-34.4% | $8,065-45.9% | $4,300+1.4% |
| Admin fee / account holder | $2,121 | $7,953-73.3% | $12,993-83.7% | $6,925-69.4% |