Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,453 | $55,902-74.1% | $76,030-81.0% | $80,959-82.1% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 11.52% | 20.59%-9.1pp | 361.54%-350.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,057 | $1,867-43.4% | $2,688-60.7% | $2,757-61.7% |
| Participant deferral / active EE | $1,936 | $3,051-36.5% | $4,257-54.5% | $4,300-55.0% |
| Admin fee / account holder | $4,849 | $5,239-7.5% | $6,421-24.5% | $6,925-30.0% |