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 | $17,469 | $48,327-63.9% | $67,575-74.1% | $80,935-78.4% |
| Participation rate | 67.9% | 66.4%+1.4pp | 72.9%-5.1pp | 67.7%+0.2pp |
| Annual return | 17.39% | 18.31%-0.9pp | 3528.98%-3511.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,301 | $2,022-35.7% | $2,736-52.4% | $2,757-52.8% |
| Participant deferral / active EE | $2,781 | $2,927-5.0% | $4,003-30.5% | $4,299-35.3% |
| Admin fee / account holder | $371 | $3,692-90.0% | $3,993-90.7% | $6,924-94.6% |