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 | $81,840 | $29,733+175.2% | $56,025+46.1% | $80,959+1.1% |
| Participation rate | 12.9% | 41.7%-28.8pp | 52.5%-39.6pp | 67.7%-54.8pp |
| Annual return | 13.36% | 35.28%-21.9pp | 1712.69%-1699.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $653 | $672-2.9% | $1,042-37.4% | $2,757-76.3% |
| Participant deferral / active EE | $1,943 | $1,229+58.1% | $1,955-0.6% | $4,300-54.8% |
| Admin fee / account holder | $963 | $2,434-60.4% | $2,828-66.0% | $6,925-86.1% |