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 | $9,954 | $115,783-91.4% | $65,289-84.8% | $139,427-92.9% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.0%-15.0pp | 80.3%-30.3pp |
| Annual return | 21.64% | 31.21%-9.6pp | 47.38%-25.7pp | 373.27%-351.6pp |
| Employer contribution / active EE | $1,262 | $2,599-51.4% | $1,691-25.4% | $4,752-73.4% |
| Participant deferral / active EE | $1,922 | $4,240-54.7% | $2,831-32.1% | $6,711-71.4% |
| Admin fee / account holder | $1,774 | $6,701-73.5% | $4,113-56.9% | $11,404-84.4% |