Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,940 | $24,891-80.2% | $69,632-92.9% | $74,478-93.4% |
| Participation rate | 47.1% | 63.4%-16.3pp | 66.4%-19.3pp | 67.2%-20.1pp |
| Annual return | 17.08% | 18.53%-1.4pp | 101.32%-84.2pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $444 | $1,005-55.9% | $1,708-74.0% | $2,626-83.1% |
| Participant deferral / active EE | $1,179 | $1,908-38.2% | $2,889-59.2% | $4,350-72.9% |
| Admin fee / account holder | $2,048 | $1,904+7.6% | $4,695-56.4% | $1,946+5.3% |