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 | $5,317 | $29,733-82.1% | $56,025-90.5% | $80,959-93.4% |
| Participation rate | 57.5% | 41.7%+15.8pp | 52.5%+5.0pp | 67.7%-10.2pp |
| Annual return | 10.79% | 35.28%-24.5pp | 1712.69%-1701.9pp | 35.67%-24.9pp |
| Employer contribution / active EE | $535 | $672-20.3% | $1,042-48.6% | $2,757-80.6% |
| Participant deferral / active EE | $1,008 | $1,229-18.0% | $1,955-48.4% | $4,300-76.6% |
| Admin fee / account holder | $889 | $2,434-63.5% | $2,828-68.6% | $6,925-87.2% |