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 | $21,741 | $41,151-47.2% | $80,648-73.0% | $71,529-69.6% |
| Participation rate | 48.5% | 50.2%-1.8pp | 67.0%-18.5pp | 67.9%-19.5pp |
| Annual return | 46.88% | 38.49%+8.4pp | 937.21%-890.3pp | 28.97%+17.9pp |
| Employer contribution / active EE | $1,082 | $1,513-28.5% | $2,724-60.3% | $2,590-58.2% |
| Participant deferral / active EE | $2,574 | $2,700-4.7% | $4,443-42.1% | $4,291-40.0% |
| Admin fee / account holder | $1,874 | $1,842+1.7% | $5,382-65.2% | $1,588+18.0% |