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 | $14,007 | $52,353-73.2% | $120,225-88.3% | $82,448-83.0% |
| Participation rate | 57.8% | 58.3%-0.5pp | 69.6%-11.8pp | 68.1%-10.3pp |
| Annual return | 22.07% | 61.85%-39.8pp | 439.23%-417.2pp | 41.64%-19.6pp |
| Employer contribution / active EE | $762 | $1,510-49.6% | $3,475-78.1% | $2,551-70.1% |
| Participant deferral / active EE | $1,294 | $2,627-50.7% | $3,999-67.6% | $4,139-68.7% |
| Admin fee / account holder | $699 | $4,363-84.0% | $5,696-87.7% | $7,234-90.3% |