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 | $11,471 | $29,736-61.4% | $56,033-79.5% | $80,935-85.8% |
| Participation rate | 60.3% | 41.7%+18.6pp | 52.5%+7.8pp | 67.7%-7.3pp |
| Annual return | 14.95% | 35.28%-20.3pp | 1711.38%-1696.4pp | 35.66%-20.7pp |
| Employer contribution / active EE | $947 | $671+41.1% | $1,041-9.0% | $2,757-65.6% |
| Participant deferral / active EE | $1,324 | $1,228+7.8% | $1,954-32.2% | $4,299-69.2% |
| Admin fee / account holder | $349 | $2,434-85.7% | $2,827-87.7% | $6,924-95.0% |