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 | $43,266 | $80,748-46.4% | $102,383-57.7% | $74,429-41.9% |
| Participation rate | 42.5% | 65.7%-23.2pp | 74.5%-32.0pp | 67.2%-24.7pp |
| Annual return | 44.84% | 27.57%+17.3pp | 24.94%+19.9pp | 1368.38%-1323.5pp |
| Employer contribution / active EE | $1,431 | $3,159-54.7% | $3,870-63.0% | $2,625-45.5% |
| Participant deferral / active EE | $2,448 | $3,861-36.6% | $5,060-51.6% | $4,348-43.7% |
| Admin fee / account holder | $6,644 | $2,371+180.2% | $8,391-20.8% | $1,944+241.7% |