Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $63,627 | $69,118-7.9% | $53,647+18.6% | $138,895-54.2% |
| Participation rate | 38.9% | 64.0%-25.1pp | 56.3%-17.4pp | 79.9%-41.0pp |
| Annual return | 22.21% | 248.26%-226.1pp | 358.33%-336.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $572 | $1,189-51.9% | $962-40.5% | $4,194-86.4% |
| Participant deferral / active EE | $2,026 | $2,274-10.9% | $1,813+11.7% | $6,396-68.3% |
| Admin fee / account holder | $1,314 | $2,724-51.8% | $2,460-46.6% | $12,562-89.5% |