Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,304 | $85,171-78.5% | $172,753-89.4% | $72,976-74.9% |
| Participation rate | 44.2% | 70.1%-25.9pp | 82.6%-38.5pp | 69.5%-25.3pp |
| Annual return | 24.41% | 27.32%-2.9pp | 803.00%-778.6pp | 81.02%-56.6pp |
| Employer contribution / active EE | $809 | $3,324-75.7% | $5,144-84.3% | $2,440-66.9% |
| Participant deferral / active EE | $1,355 | $3,260-58.4% | $5,198-73.9% | $3,608-62.4% |
| Admin fee / account holder | $445 | $5,880-92.4% | $13,956-96.8% | $5,124-91.3% |