Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $45,847 | $39,028+17.5% | $80,741-43.2% | $85,847-46.6% |
| Participation rate | 37.3% | 41.6%-4.3pp | 54.2%-16.9pp | 69.3%-32.1pp |
| Annual return | 14.26% | 26.31%-12.0pp | 87.30%-73.0pp | 318.61%-304.3pp |
| Employer contribution / active EE | $3,271 | $722+353.0% | $1,160+182.0% | $2,565+27.5% |
| Participant deferral / active EE | $1,236 | $1,326-6.8% | $2,145-42.4% | $3,952-68.7% |
| Admin fee / account holder | $2,059 | $2,429-15.2% | $3,380-39.1% | $6,261-67.1% |