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 | $53,063-70.0% | $124,206-87.2% | $82,637-80.7% |
| Participation rate | 55.9% | 58.4%-2.5pp | 69.6%-13.7pp | 68.1%-12.2pp |
| Annual return | 21.76% | 68.87%-47.1pp | 515.27%-493.5pp | 53.51%-31.7pp |
| Employer contribution / active EE | $718 | $1,530-53.1% | $3,540-79.7% | $2,552-71.9% |
| Participant deferral / active EE | $1,335 | $2,644-49.5% | $3,968-66.4% | $4,126-67.7% |
| Admin fee / account holder | $904 | $4,281-78.9% | $5,929-84.7% | $7,339-87.7% |