Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,505 | $61,125-86.1% | $94,057-91.0% | $87,485-90.3% |
| Participation rate | 21.6% | 64.1%-42.4pp | 73.3%-51.7pp | 68.9%-47.3pp |
| Annual return | 20.13% | 35.20%-15.1pp | 480.62%-460.5pp | 26.06%-5.9pp |
| Employer contribution / active EE | $237 | $2,136-88.9% | $2,933-91.9% | $2,596-90.9% |
| Participant deferral / active EE | $1,212 | $3,260-62.8% | $4,709-74.3% | $4,274-71.6% |
| Admin fee / account holder | $1,026 | $5,629-81.8% | $7,244-85.8% | $7,775-86.8% |