Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,710 | $66,459-32.7% | $81,286-45.0% | $77,714-42.5% |
| Participation rate | 26.1% | 68.7%-42.6pp | 69.5%-43.4pp | 70.6%-44.5pp |
| Annual return | 303.33% | 15.95%+287.4pp | 24.80%+278.5pp | 31.26%+272.1pp |
| Employer contribution / active EE | $766 | $2,156-64.5% | $2,463-68.9% | $2,727-71.9% |
| Participant deferral / active EE | $1,972 | $3,674-46.3% | $3,883-49.2% | $4,649-57.6% |
| Admin fee / account holder | $767 | $585+31.0% | $5,764-86.7% | $433+77.0% |