Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,508 | $69,118-90.6% | $53,647-87.9% | $138,895-95.3% |
| Participation rate | 45.5% | 64.0%-18.5pp | 56.3%-10.8pp | 79.9%-34.5pp |
| Annual return | 25.32% | 248.26%-222.9pp | 358.33%-333.0pp | 145.39%-120.1pp |
| Employer contribution / active EE | $363 | $1,189-69.5% | $962-62.3% | $4,194-91.4% |
| Participant deferral / active EE | $963 | $2,274-57.7% | $1,813-46.9% | $6,396-85.0% |
| Admin fee / account holder | $1,761 | $2,724-35.3% | $2,460-28.4% | $12,562-86.0% |