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 | $31,106 | $76,608-59.4% | $56,077-44.5% | $145,877-78.7% |
| Participation rate | 52.2% | 63.2%-11.1pp | 52.5%-0.3pp | 80.3%-28.1pp |
| Annual return | 18.61% | 3009.59%-2991.0pp | 1709.28%-1690.7pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,409 | $1,382+2.0% | $1,040+35.4% | $4,663-69.8% |
| Participant deferral / active EE | $4,267 | $2,624+62.6% | $1,954+118.4% | $6,691-36.2% |
| Admin fee / account holder | $985 | $3,325-70.4% | $2,825-65.1% | $13,402-92.7% |