Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,954 | $51,638-73.0% | $68,368-79.6% | $82,448-83.1% |
| Participation rate | 68.4% | 63.6%+4.8pp | 73.8%-5.3pp | 68.1%+0.4pp |
| Annual return | 18.41% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $718 | $2,047-64.9% | $2,649-72.9% | $2,551-71.8% |
| Participant deferral / active EE | $1,274 | $2,914-56.3% | $4,123-69.1% | $4,139-69.2% |
| Admin fee / account holder | $645 | $4,643-86.1% | $5,150-87.5% | $7,234-91.1% |