Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,689 | $58,275-78.2% | $81,844-84.5% | $80,935-84.3% |
| Participation rate | 62.9% | 63.5%-0.6pp | 72.4%-9.5pp | 67.7%-4.8pp |
| Annual return | 11.53% | 41.82%-30.3pp | 778.87%-767.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $600 | $2,346-74.4% | $2,916-79.4% | $2,757-78.2% |
| Participant deferral / active EE | $1,223 | $3,285-62.8% | $4,323-71.7% | $4,299-71.6% |
| Admin fee / account holder | $527 | $4,749-88.9% | $7,355-92.8% | $6,924-92.4% |