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 | $3,416 | $29,736-88.5% | $56,033-93.9% | $80,935-95.8% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 11.99% | 35.28%-23.3pp | 1711.38%-1699.4pp | 35.66%-23.7pp |
| Employer contribution / active EE | $275 | $671-59.1% | $1,041-73.6% | $2,757-90.0% |
| Participant deferral / active EE | $353 | $1,228-71.3% | $1,954-81.9% | $4,299-91.8% |
| Admin fee / account holder | $900 | $2,434-63.0% | $2,827-68.2% | $6,924-87.0% |