Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,198 | $27,943-34.9% | $58,507-68.9% | $75,177-75.8% |
| Participation rate | 40.9% | 38.8%+2.1pp | 50.9%-10.0pp | 67.2%-26.3pp |
| Annual return | 15.68% | 44.22%-28.5pp | 4252.32%-4236.6pp | 160.75%-145.1pp |
| Employer contribution / active EE | $957 | $670+42.9% | $1,053-9.2% | $2,671-64.2% |
| Participant deferral / active EE | $1,833 | $1,202+52.5% | $1,922-4.6% | $4,126-55.6% |
| Admin fee / account holder | $1,407 | $1,727-18.5% | $2,486-43.4% | $5,651-75.1% |