Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,547 | $49,891-38.8% | $80,607-62.1% | $75,181-59.4% |
| Participation rate | 43.5% | 55.3%-11.8pp | 67.0%-23.5pp | 67.2%-23.7pp |
| Annual return | 26.75% | 34.67%-7.9pp | 936.11%-909.4pp | 160.69%-133.9pp |
| Employer contribution / active EE | $1,669 | $1,698-1.7% | $2,724-38.7% | $2,671-37.5% |
| Participant deferral / active EE | $3,482 | $2,991+16.4% | $4,448-21.7% | $4,126-15.6% |
| Admin fee / account holder | $3,153 | $3,578-11.9% | $5,379-41.4% | $5,650-44.2% |