Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,447 | $58,275-78.6% | $81,844-84.8% | $80,935-84.6% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 15.47% | 41.82%-26.3pp | 778.87%-763.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $887 | $2,346-62.2% | $2,916-69.6% | $2,757-67.8% |
| Participant deferral / active EE | $1,132 | $3,285-65.6% | $4,323-73.8% | $4,299-73.7% |
| Admin fee / account holder | $919 | $4,749-80.6% | $7,355-87.5% | $6,924-86.7% |