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 | $6,596 | $97,125-93.2% | $86,233-92.4% | $137,256-95.2% |
| Participation rate | 68.8% | 74.2%-5.4pp | 69.0%-0.3pp | 80.0%-11.2pp |
| Annual return | 18.17% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,467 | $5,180-71.7% | $4,559-67.8% | $6,407-77.1% |
| Admin fee / account holder | $520 | $9,725-94.6% | $8,342-93.8% | $12,270-95.8% |