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 | $32,128 | $29,319+9.6% | $52,425-38.7% | $82,448-61.0% |
| Participation rate | 31.0% | 46.9%-15.9pp | 55.6%-24.7pp | 68.1%-37.1pp |
| Annual return | 19.95% | 535.20%-515.3pp | 302.12%-282.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,287 | $586+119.5% | $914+40.8% | $2,551-49.5% |
| Participant deferral / active EE | $2,016 | $1,171+72.1% | $1,790+12.6% | $4,139-51.3% |
| Admin fee / account holder | $2,456 | $1,962+25.2% | $2,495-1.6% | $7,234-66.1% |