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 | $29,716-69.1% | $56,077-83.6% | $80,925-88.7% |
| Participation rate | 52.5% | 41.7%+10.8pp | 52.5%0pp | 67.7%-15.2pp |
| Annual return | 11.61% | 35.30%-23.7pp | 1709.28%-1697.7pp | 35.65%-24.0pp |
| Employer contribution / active EE | $886 | $671+32.1% | $1,040-14.8% | $2,756-67.8% |
| Participant deferral / active EE | $469 | $1,228-61.8% | $1,954-76.0% | $4,299-89.1% |
| Admin fee / account holder | $1,120 | $2,432-53.9% | $2,825-60.3% | $6,940-83.9% |