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 | $13,193 | $123,854-89.3% | $69,623-81.1% | $145,884-91.0% |
| Participation rate | 38.9% | 69.2%-30.3pp | 66.4%-27.5pp | 80.3%-41.4pp |
| Annual return | 13.13% | 192.35%-179.2pp | 101.23%-88.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $788 | $2,673-70.5% | $1,709-53.9% | $4,662-83.1% |
| Participant deferral / active EE | $1,301 | $4,242-69.3% | $2,890-55.0% | $6,690-80.6% |
| Admin fee / account holder | $519 | $7,822-93.4% | $4,696-88.9% | $13,392-96.1% |