Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,910 | $69,118-79.9% | $53,647-74.1% | $138,895-90.0% |
| Participation rate | 45.5% | 64.0%-18.5pp | 56.3%-10.8pp | 79.9%-34.5pp |
| Annual return | 22.89% | 248.26%-225.4pp | 358.33%-335.4pp | 145.39%-122.5pp |
| Employer contribution / active EE | $469 | $1,189-60.6% | $962-51.3% | $4,194-88.8% |
| Participant deferral / active EE | $805 | $2,274-64.6% | $1,813-55.6% | $6,396-87.4% |
| Admin fee / account holder | $615 | $2,724-77.4% | $2,460-75.0% | $12,562-95.1% |