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 | $21,945 | $52,353-58.1% | $120,225-81.7% | $82,448-73.4% |
| Participation rate | 29.6% | 58.3%-28.7pp | 69.6%-39.9pp | 68.1%-38.4pp |
| Annual return | 30.13% | 61.85%-31.7pp | 439.23%-409.1pp | 41.64%-11.5pp |
| Employer contribution / active EE | $872 | $1,510-42.2% | $3,475-74.9% | $2,551-65.8% |
| Participant deferral / active EE | $1,477 | $2,627-43.8% | $3,999-63.1% | $4,139-64.3% |
| Admin fee / account holder | $421 | $4,363-90.3% | $5,696-92.6% | $7,234-94.2% |