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 | $13,795 | $61,125-77.4% | $94,057-85.3% | $87,485-84.2% |
| Participation rate | 43.9% | 64.1%-20.2pp | 73.3%-29.4pp | 68.9%-25.0pp |
| Annual return | 24.73% | 35.20%-10.5pp | 480.62%-455.9pp | 26.06%-1.3pp |
| Employer contribution / active EE | $631 | $2,136-70.5% | $2,933-78.5% | $2,596-75.7% |
| Participant deferral / active EE | $2,664 | $3,260-18.3% | $4,709-43.4% | $4,274-37.7% |
| Admin fee / account holder | $558 | $5,629-90.1% | $7,244-92.3% | $7,775-92.8% |