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 | $54,659 | $28,624+91.0% | $53,647+1.9% | $82,637-33.9% |
| Participation rate | 19.4% | 47.3%-27.8pp | 56.3%-36.8pp | 68.1%-48.6pp |
| Annual return | 25.33% | 664.98%-639.6pp | 358.33%-333.0pp | 53.51%-28.2pp |
| Employer contribution / active EE | $287 | $637-54.9% | $962-70.2% | $2,552-88.8% |
| Participant deferral / active EE | $1,829 | $1,196+52.9% | $1,813+0.9% | $4,126-55.7% |
| Admin fee / account holder | $428 | $2,022-78.8% | $2,460-82.6% | $7,339-94.2% |