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 | $69,047 | $29,319+135.5% | $52,425+31.7% | $82,448-16.3% |
| Participation rate | 15.6% | 46.9%-31.2pp | 55.6%-40.0pp | 68.1%-52.4pp |
| Annual return | 17.65% | 535.20%-517.6pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $344 | $586-41.3% | $914-62.4% | $2,551-86.5% |
| Participant deferral / active EE | $925 | $1,171-21.0% | $1,790-48.3% | $4,139-77.7% |
| Admin fee / account holder | $614 | $1,962-68.7% | $2,495-75.4% | $7,234-91.5% |