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 | $8,717 | $29,319-70.3% | $52,425-83.4% | $82,448-89.4% |
| Participation rate | 54.3% | 46.9%+7.4pp | 55.6%-1.3pp | 68.1%-13.8pp |
| Annual return | 25.40% | 535.20%-509.8pp | 302.12%-276.7pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,982 | $1,171+69.2% | $1,790+10.7% | $4,139-52.1% |
| Admin fee / account holder | $423 | $1,962-78.4% | $2,495-83.0% | $7,234-94.2% |