Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,129 | $29,319+13.0% | $52,425-36.8% | $82,448-59.8% |
| Participation rate | 31.4% | 46.9%-15.5pp | 55.6%-24.3pp | 68.1%-36.7pp |
| Annual return | 16.92% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $530 | $586-9.6% | $914-42.0% | $2,551-79.2% |
| Participant deferral / active EE | $1,765 | $1,171+50.7% | $1,790-1.4% | $4,139-57.4% |
| Admin fee / account holder | $1,096 | $1,962-44.1% | $2,495-56.1% | $7,234-84.8% |