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 | $10,912 | $28,624-61.9% | $53,647-79.7% | $82,637-86.8% |
| Participation rate | 52.9% | 47.3%+5.7pp | 56.3%-3.3pp | 68.1%-15.1pp |
| Annual return | 16.60% | 664.98%-648.4pp | 358.33%-341.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $485 | $637-23.9% | $962-49.6% | $2,552-81.0% |
| Participant deferral / active EE | $1,143 | $1,196-4.5% | $1,813-37.0% | $4,126-72.3% |
| Admin fee / account holder | $1,289 | $2,022-36.2% | $2,460-47.6% | $7,339-82.4% |