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 | $43,154 | $29,716+45.2% | $56,077-23.0% | $80,925-46.7% |
| Participation rate | 21.6% | 41.7%-20.1pp | 52.5%-30.9pp | 67.7%-46.1pp |
| Annual return | 15.29% | 35.30%-20.0pp | 1709.28%-1694.0pp | 35.65%-20.4pp |
| Employer contribution / active EE | $729 | $671+8.6% | $1,040-29.9% | $2,756-73.6% |
| Participant deferral / active EE | $1,663 | $1,228+35.4% | $1,954-14.9% | $4,299-61.3% |
| Admin fee / account holder | $637 | $2,432-73.8% | $2,825-77.5% | $6,940-90.8% |