Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,243 | $63,346-22.3% | $92,240-46.6% | $70,126-29.8% |
| Participation rate | 42.4% | 68.7%-26.2pp | 76.5%-34.1pp | 69.5%-27.1pp |
| Annual return | 17.46% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,231 | $2,471-50.2% | $3,680-66.5% | $2,343-47.4% |
| Participant deferral / active EE | $1,745 | $2,854-38.8% | $3,897-55.2% | $3,332-47.6% |
| Admin fee / account holder | $2,814 | $3,841-26.7% | $5,194-45.8% | $4,645-39.4% |