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 | $9,171 | $48,011-80.9% | $63,803-85.6% | $82,637-88.9% |
| Participation rate | 48.9% | 66.6%-17.7pp | 72.7%-23.8pp | 68.1%-19.2pp |
| Annual return | 22.34% | 19.84%+2.5pp | 543.72%-521.4pp | 53.51%-31.2pp |
| Employer contribution / active EE | $591 | $1,904-68.9% | $2,532-76.7% | $2,552-76.8% |
| Participant deferral / active EE | $1,333 | $2,846-53.2% | $3,843-65.3% | $4,126-67.7% |
| Admin fee / account holder | $447 | $3,873-88.4% | $5,196-91.4% | $7,339-93.9% |