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 | $38,889 | $76,112-48.9% | $96,534-59.7% | $71,511-45.6% |
| Participation rate | 43.4% | 74.4%-31.0pp | 76.0%-32.6pp | 67.9%-24.6pp |
| Annual return | 113.96% | 22.81%+91.2pp | 25.88%+88.1pp | 28.86%+85.1pp |
| Employer contribution / active EE | $905 | $2,248-59.7% | $2,965-69.5% | $2,589-65.0% |
| Participant deferral / active EE | $3,045 | $4,217-27.8% | $4,851-37.2% | $4,291-29.0% |
| Admin fee / account holder | $1,005 | $2,708-62.9% | $8,253-87.8% | $1,588-36.7% |