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 | $38,601 | $45,043-14.3% | $85,063-54.6% | $74,400-48.1% |
| Participation rate | 21.9% | 49.4%-27.5pp | 67.5%-45.6pp | 67.2%-45.3pp |
| Annual return | 16.73% | 26.26%-9.5pp | 66.54%-49.8pp | 1367.51%-1350.8pp |
| Employer contribution / active EE | $735 | $1,458-49.6% | $2,727-73.1% | $2,624-72.0% |
| Participant deferral / active EE | $1,790 | $2,733-34.5% | $4,523-60.4% | $4,348-58.8% |
| Admin fee / account holder | $477 | $2,210-78.4% | $6,155-92.2% | $1,944-75.5% |