Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,401 | $36,948-20.4% | $73,658-60.1% | $87,485-66.4% |
| Participation rate | 46.2% | 46.8%-0.7pp | 57.0%-10.9pp | 68.9%-22.8pp |
| Annual return | 83.71% | 28.64%+55.1pp | 29.72%+54.0pp | 26.06%+57.6pp |
| Employer contribution / active EE | $1,704 | $670+154.3% | $1,032+65.0% | $2,596-34.4% |
| Participant deferral / active EE | $3,317 | $1,379+140.5% | $2,062+60.9% | $4,274-22.4% |
| Admin fee / account holder | $4,563 | $2,531+80.3% | $3,357+36.0% | $7,775-41.3% |