Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $52,658 | $29,319+79.6% | $52,425+0.4% | $82,448-36.1% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 14.89% | 535.20%-520.3pp | 302.12%-287.2pp | 41.64%-26.8pp |
| Employer contribution / active EE | $914 | $586+55.9% | $9140% | $2,551-64.2% |
| Participant deferral / active EE | $1,585 | $1,171+35.3% | $1,790-11.5% | $4,139-61.7% |
| Admin fee / account holder | $2,849 | $1,962+45.2% | $2,495+14.2% | $7,234-60.6% |