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 | $41,938 | $58,311-28.1% | $81,882-48.8% | $80,959-48.2% |
| Participation rate | 9.3% | 63.5%-54.2pp | 72.4%-63.1pp | 67.7%-58.4pp |
| Annual return | 33.24% | 41.85%-8.6pp | 779.47%-746.2pp | 35.67%-2.4pp |
| Employer contribution / active EE | $427 | $2,347-81.8% | $2,916-85.3% | $2,757-84.5% |
| Participant deferral / active EE | $768 | $3,287-76.6% | $4,323-82.2% | $4,300-82.1% |
| Admin fee / account holder | $805 | $4,752-83.1% | $7,360-89.1% | $6,925-88.4% |