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 | $8,199 | $58,275-85.9% | $81,844-90.0% | $80,935-89.9% |
| Participation rate | 52.8% | 63.5%-10.7pp | 72.4%-19.6pp | 67.7%-14.9pp |
| Annual return | 20.93% | 41.82%-20.9pp | 778.87%-757.9pp | 35.66%-14.7pp |
| Employer contribution / active EE | $787 | $2,346-66.4% | $2,916-73.0% | $2,757-71.4% |
| Participant deferral / active EE | $1,911 | $3,285-41.8% | $4,323-55.8% | $4,299-55.6% |
| Admin fee / account holder | $349 | $4,749-92.7% | $7,355-95.3% | $6,924-95.0% |