Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,997 | $22,602-91.2% | $65,583-97.0% | $75,177-97.3% |
| Participation rate | 64.3% | 63.1%+1.2pp | 65.0%-0.7pp | 67.2%-2.9pp |
| Annual return | 179.65% | 71.13%+108.5pp | 47.46%+132.2pp | 160.75%+18.9pp |
| Employer contribution / active EE | $783 | $941-16.8% | $1,692-53.7% | $2,671-70.7% |
| Participant deferral / active EE | $2,062 | $1,695+21.7% | $2,833-27.2% | $4,126-50.0% |
| Admin fee / account holder | $385 | $1,877-79.5% | $4,112-90.6% | $5,651-93.2% |