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 | $5,193 | $29,051-82.1% | $52,425-90.1% | $67,986-92.4% |
| Participation rate | 40.5% | 30.4%+10.1pp | 55.6%-15.1pp | 57.2%-16.7pp |
| Annual return | 22.63% | 24.00%-1.4pp | 302.12%-279.5pp | 31.67%-9.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $748 | $873-14.3% | $1,790-58.2% | $3,358-77.7% |
| Admin fee / account holder | $491 | $2,113-76.7% | $2,495-80.3% | $3,203-84.7% |