Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,151 | $49,976-43.7% | $66,674-57.8% | $82,637-65.9% |
| Participation rate | 43.6% | 63.1%-19.5pp | 73.7%-30.1pp | 68.1%-24.5pp |
| Annual return | 40.66% | 39.09%+1.6pp | 321.24%-280.6pp | 53.51%-12.9pp |
| Employer contribution / active EE | $1,069 | $1,988-46.2% | $2,620-59.2% | $2,552-58.1% |
| Participant deferral / active EE | $2,651 | $2,847-6.9% | $4,084-35.1% | $4,126-35.7% |
| Admin fee / account holder | $7,370 | $4,594+60.4% | $5,098+44.6% | $7,339+0.4% |