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 | $15,924 | $56,431-71.8% | $130,788-87.8% | $87,485-81.8% |
| Participation rate | 55.9% | 58.9%-3.1pp | 70.1%-14.2pp | 68.9%-13.0pp |
| Annual return | 21.76% | 91.27%-69.5pp | 386.44%-364.7pp | 26.06%-4.3pp |
| Employer contribution / active EE | $718 | $1,549-53.7% | $3,558-79.8% | $2,596-72.4% |
| Participant deferral / active EE | $1,335 | $2,749-51.4% | $4,137-67.7% | $4,274-68.8% |
| Admin fee / account holder | $904 | $4,433-79.6% | $6,673-86.4% | $7,775-88.4% |