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 | $13,342 | $154,754-91.4% | $124,206-89.3% | $138,895-90.4% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.6%-1.4pp | 79.9%-11.7pp |
| Annual return | 14.92% | 709.28%-694.4pp | 515.27%-500.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $518 | $4,446-88.3% | $3,540-85.4% | $4,194-87.6% |
| Participant deferral / active EE | $1,153 | $4,621-75.0% | $3,968-70.9% | $6,396-82.0% |
| Admin fee / account holder | $483 | $6,690-92.8% | $5,929-91.8% | $12,562-96.2% |