Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,714 | $29,733+47.0% | $56,025-22.0% | $80,959-46.0% |
| Participation rate | 21.3% | 41.7%-20.4pp | 52.5%-31.2pp | 67.7%-46.3pp |
| Annual return | 16.44% | 35.28%-18.8pp | 1712.69%-1696.2pp | 35.67%-19.2pp |
| Employer contribution / active EE | $888 | $672+32.1% | $1,042-14.8% | $2,757-67.8% |
| Participant deferral / active EE | $2,406 | $1,229+95.7% | $1,955+23.1% | $4,300-44.0% |
| Admin fee / account holder | $4,917 | $2,434+102.1% | $2,828+73.9% | $6,925-29.0% |