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 | $43,610 | $29,733+46.7% | $56,025-22.2% | $80,959-46.1% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 13.27% | 35.28%-22.0pp | 1712.69%-1699.4pp | 35.67%-22.4pp |
| Employer contribution / active EE | $379 | $672-43.5% | $1,042-63.6% | $2,757-86.2% |
| Participant deferral / active EE | $1,765 | $1,229+43.6% | $1,955-9.7% | $4,300-59.0% |
| Admin fee / account holder | $2,375 | $2,434-2.4% | $2,828-16.0% | $6,925-65.7% |