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 | $11,587 | $85,024-86.4% | $70,544-83.6% | $139,466-91.7% |
| Participation rate | 64.7% | 73.9%-9.2pp | 68.4%-3.6pp | 80.3%-15.6pp |
| Annual return | 24.15% | 30.39%-6.2pp | 32.79%-8.6pp | 373.66%-349.5pp |
| Employer contribution / active EE | $1,837 | $3,912-53.1% | $2,976-38.3% | $4,754-61.4% |
| Participant deferral / active EE | $2,976 | $5,891-49.5% | $4,568-34.8% | $6,712-55.7% |
| Admin fee / account holder | $962 | $8,928-89.2% | $6,427-85.0% | $11,409-91.6% |