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 | $11,498 | $27,639-58.4% | $61,501-81.3% | $68,490-83.2% |
| Participation rate | 57.4% | 39.5%+17.9pp | 52.6%+4.8pp | 67.9%-10.5pp |
| Annual return | 24.19% | -13.19%+37.4pp | 339.04%-314.9pp | -7.85%+32.0pp |
| Employer contribution / active EE | $1,425 | $696+104.8% | $1,160+22.9% | $2,597-45.1% |
| Participant deferral / active EE | $2,453 | $1,264+94.1% | $2,125+15.5% | $4,028-39.1% |
| Admin fee / account holder | $721 | $2,012-64.2% | $2,132-66.2% | $5,403-86.7% |