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 | $33,492 | $29,319+14.2% | $52,425-36.1% | $82,448-59.4% |
| Participation rate | 36.1% | 46.9%-10.7pp | 55.6%-19.5pp | 68.1%-32.0pp |
| Annual return | 19.61% | 535.20%-515.6pp | 302.12%-282.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $745 | $586+27.0% | $914-18.5% | $2,551-70.8% |
| Participant deferral / active EE | $2,498 | $1,171+113.2% | $1,790+39.5% | $4,139-39.7% |
| Admin fee / account holder | $5,813 | $1,962+196.2% | $2,495+133.0% | $7,234-19.7% |