Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $48,231 | $67,823-28.9% | $52,425-8.0% | $137,256-64.9% |
| Participation rate | 11.1% | 63.9%-52.8pp | 55.6%-44.5pp | 80.0%-68.8pp |
| Annual return | 20.39% | 219.11%-198.7pp | 302.12%-281.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $126 | $1,163-89.2% | $914-86.2% | $4,156-97.0% |
| Participant deferral / active EE | $1,666 | $2,288-27.2% | $1,790-6.9% | $6,407-74.0% |
| Admin fee / account holder | $731 | $2,844-74.3% | $2,495-70.7% | $12,270-94.0% |