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 | $4,515 | $22,602-80.0% | $65,566-93.1% | $75,173-94.0% |
| Participation rate | 46.8% | 63.1%-16.3pp | 64.9%-18.2pp | 67.2%-20.4pp |
| Annual return | 27.00% | 71.13%-44.1pp | 47.40%-20.4pp | 160.72%-133.7pp |
| Employer contribution / active EE | $599 | $941-36.4% | $1,692-64.6% | $2,671-77.6% |
| Participant deferral / active EE | $1,491 | $1,695-12.0% | $2,832-47.4% | $4,126-63.9% |
| Admin fee / account holder | $374 | $1,877-80.1% | $4,114-90.9% | $5,651-93.4% |