Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,572 | $29,319+62.3% | $52,425-9.3% | $82,448-42.3% |
| Participation rate | 28.2% | 46.9%-18.6pp | 55.6%-27.4pp | 68.1%-39.9pp |
| Annual return | 22.16% | 535.20%-513.0pp | 302.12%-280.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,075 | $586+83.4% | $914+17.6% | $2,551-57.8% |
| Participant deferral / active EE | $2,135 | $1,171+82.3% | $1,790+19.3% | $4,139-48.4% |
| Admin fee / account holder | $974 | $1,962-50.4% | $2,495-61.0% | $7,234-86.5% |