Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,380 | $31,105+58.8% | $53,647-8.0% | $64,097-23.0% |
| Participation rate | 38.2% | 30.7%+7.5pp | 56.3%-18.1pp | 55.2%-17.0pp |
| Annual return | 18.22% | 22.54%-4.3pp | 358.33%-340.1pp | 34.64%-16.4pp |
| Employer contribution / active EE | $1,081 | $441+145.4% | $962+12.4% | $1,891-42.8% |
| Participant deferral / active EE | $1,693 | $896+88.9% | $1,813-6.6% | $3,080-45.0% |
| Admin fee / account holder | $2,044 | $2,195-6.9% | $2,460-16.9% | $3,454-40.8% |