Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,182 | $29,733-69.1% | $56,025-83.6% | $80,959-88.7% |
| Participation rate | 52.5% | 41.7%+10.8pp | 52.5%0pp | 67.7%-15.2pp |
| Annual return | 11.61% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $886 | $672+32.0% | $1,042-14.9% | $2,757-67.9% |
| Participant deferral / active EE | $469 | $1,229-61.9% | $1,955-76.0% | $4,300-89.1% |
| Admin fee / account holder | $1,120 | $2,434-54.0% | $2,828-60.4% | $6,925-83.8% |