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 | $42,185 | $99,921-57.8% | $85,009-50.4% | $145,959-71.1% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 16.45% | 83.89%-67.4pp | 66.47%-50.0pp | 561.95%-545.5pp |
| Employer contribution / active EE | $805 | $3,233-75.1% | $2,728-70.5% | $4,661-82.7% |
| Participant deferral / active EE | $2,014 | $5,293-62.0% | $4,522-55.5% | $6,689-69.9% |
| Admin fee / account holder | $1,020 | $7,252-85.9% | $6,153-83.4% | $13,398-92.4% |