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 | $29,818 | $58,311-48.9% | $81,882-63.6% | $80,959-63.2% |
| Participation rate | 49.1% | 63.5%-14.4pp | 72.4%-23.3pp | 67.7%-18.6pp |
| Annual return | 38.16% | 41.85%-3.7pp | 779.47%-741.3pp | 35.67%+2.5pp |
| Employer contribution / active EE | $3,059 | $2,347+30.4% | $2,916+4.9% | $2,757+11.0% |
| Participant deferral / active EE | $4,994 | $3,287+51.9% | $4,323+15.5% | $4,300+16.1% |
| Admin fee / account holder | $2,433 | $4,752-48.8% | $7,360-66.9% | $6,925-64.9% |