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 | $4,115 | $29,319-86.0% | $52,425-92.2% | $82,448-95.0% |
| Participation rate | 61.5% | 46.9%+14.7pp | 55.6%+5.9pp | 68.1%-6.5pp |
| Annual return | 18.82% | 535.20%-516.4pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $496 | $586-15.4% | $914-45.7% | $2,551-80.5% |
| Participant deferral / active EE | $914 | $1,171-22.0% | $1,790-49.0% | $4,139-77.9% |
| Admin fee / account holder | $1,754 | $1,962-10.6% | $2,495-29.7% | $7,234-75.8% |