Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,925 | $29,736+57.8% | $56,033-16.3% | $80,935-42.0% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 14.66% | 35.28%-20.6pp | 1711.38%-1696.7pp | 35.66%-21.0pp |
| Employer contribution / active EE | $453 | $671-32.5% | $1,041-56.5% | $2,757-83.6% |
| Participant deferral / active EE | $1,113 | $1,228-9.4% | $1,954-43.0% | $4,299-74.1% |
| Admin fee / account holder | $622 | $2,434-74.4% | $2,827-78.0% | $6,924-91.0% |