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 | $7,398 | $30,437-75.7% | $56,033-86.8% | $74,459-90.1% |
| Participation rate | 33.7% | 32.9%+0.8pp | 52.5%-18.8pp | 67.2%-33.6pp |
| Annual return | 18.02% | 24.96%-6.9pp | 1711.38%-1693.4pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $322 | $610-47.2% | $1,041-69.1% | $2,626-87.7% |
| Participant deferral / active EE | $1,115 | $1,176-5.1% | $1,954-42.9% | $4,350-74.4% |
| Admin fee / account holder | $1,017 | $2,363-56.9% | $2,827-64.0% | $1,945-47.7% |