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 | $34,405 | $96,289-64.3% | $213,469-83.9% | $87,485-60.7% |
| Participation rate | 48.6% | 69.6%-21.0pp | 77.1%-28.6pp | 68.9%-20.4pp |
| Annual return | 52.38% | 17.78%+34.6pp | 20.58%+31.8pp | 26.06%+26.3pp |
| Employer contribution / active EE | $1,170 | $3,035-61.5% | $4,994-76.6% | $2,596-54.9% |
| Participant deferral / active EE | $4,165 | $4,750-12.3% | $6,841-39.1% | $4,274-2.5% |
| Admin fee / account holder | $797 | $9,670-91.8% | $27,141-97.1% | $7,775-89.7% |