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 | $3,927 | $67,823-94.2% | $52,425-92.5% | $137,256-97.1% |
| Participation rate | 60.9% | 63.9%-3.0pp | 55.6%+5.2pp | 80.0%-19.1pp |
| Annual return | 24.44% | 219.11%-194.7pp | 302.12%-277.7pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $949 | $2,288-58.5% | $1,790-47.0% | $6,407-85.2% |
| Admin fee / account holder | $549 | $2,844-80.7% | $2,495-78.0% | $12,270-95.5% |