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 | $5,262 | $23,330-77.4% | $64,489-91.8% | $82,448-93.6% |
| Participation rate | 58.1% | 68.3%-10.2pp | 67.7%-9.6pp | 68.1%-10.0pp |
| Annual return | 20.09% | 83.66%-63.6pp | 55.03%-34.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $675 | $824-18.2% | $1,523-55.7% | $2,551-73.6% |
| Participant deferral / active EE | $1,479 | $1,707-13.3% | $2,778-46.8% | $4,139-64.3% |
| Admin fee / account holder | $639 | $2,946-78.3% | $4,260-85.0% | $7,234-91.2% |