Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,436 | $31,105-69.7% | $53,647-82.4% | $64,097-85.3% |
| Participation rate | 44.6% | 30.7%+13.9pp | 56.3%-11.6pp | 55.2%-10.6pp |
| Annual return | 17.37% | 22.54%-5.2pp | 358.33%-341.0pp | 34.64%-17.3pp |
| Employer contribution / active EE | $546 | $441+24.0% | $962-43.2% | $1,891-71.1% |
| Participant deferral / active EE | $877 | $896-2.1% | $1,813-51.6% | $3,080-71.5% |
| Admin fee / account holder | $1,313 | $2,195-40.2% | $2,460-46.6% | $3,454-62.0% |