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 | $8,000 | $23,330-65.7% | $64,489-87.6% | $82,448-90.3% |
| Participation rate | 54.2% | 68.3%-14.0pp | 67.7%-13.5pp | 68.1%-13.8pp |
| Annual return | 16.33% | 83.66%-67.3pp | 55.03%-38.7pp | 41.64%-25.3pp |
| Employer contribution / active EE | $324 | $824-60.7% | $1,523-78.7% | $2,551-87.3% |
| Participant deferral / active EE | $1,515 | $1,707-11.2% | $2,778-45.5% | $4,139-63.4% |
| Admin fee / account holder | $2,573 | $2,946-12.6% | $4,260-39.6% | $7,234-64.4% |