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 | $9,171 | $29,733-69.2% | $56,025-83.6% | $80,959-88.7% |
| Participation rate | 66.1% | 41.7%+24.3pp | 52.5%+13.6pp | 67.7%-1.6pp |
| Annual return | 11.93% | 35.28%-23.3pp | 1712.69%-1700.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $693 | $672+3.1% | $1,042-33.5% | $2,757-74.9% |
| Participant deferral / active EE | $938 | $1,229-23.7% | $1,955-52.0% | $4,300-78.2% |
| Admin fee / account holder | $471 | $2,434-80.6% | $2,828-83.3% | $6,925-93.2% |