Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,715 | $52,353-75.7% | $120,225-89.4% | $82,448-84.6% |
| Participation rate | 41.5% | 58.3%-16.8pp | 69.6%-28.1pp | 68.1%-26.6pp |
| Annual return | 21.75% | 61.85%-40.1pp | 439.23%-417.5pp | 41.64%-19.9pp |
| Employer contribution / active EE | $479 | $1,510-68.3% | $3,475-86.2% | $2,551-81.2% |
| Participant deferral / active EE | $1,272 | $2,627-51.6% | $3,999-68.2% | $4,139-69.3% |
| Admin fee / account holder | $894 | $4,363-79.5% | $5,696-84.3% | $7,234-87.6% |