Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,941 | $29,736+47.8% | $56,033-21.6% | $80,935-45.7% |
| Participation rate | 59.0% | 41.7%+17.3pp | 52.5%+6.5pp | 67.7%-8.7pp |
| Annual return | 11.73% | 35.28%-23.5pp | 1711.38%-1699.6pp | 35.66%-23.9pp |
| Employer contribution / active EE | $704 | $671+4.9% | $1,041-32.3% | $2,757-74.5% |
| Participant deferral / active EE | $2,248 | $1,228+83.0% | $1,954+15.0% | $4,299-47.7% |
| Admin fee / account holder | $3,355 | $2,434+37.8% | $2,827+18.7% | $6,924-51.6% |