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 | $27,279 | $102,429-73.4% | $147,096-81.5% | $80,925-66.3% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 13.86% | 135.02%-121.2pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,314 | $3,716-64.6% | $4,936-73.4% | $2,756-52.3% |
| Participant deferral / active EE | $3,766 | $6,649-43.4% | $8,071-53.3% | $4,299-12.4% |
| Admin fee / account holder | $1,216 | $7,957-84.7% | $13,005-90.7% | $6,940-82.5% |