Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,052 | $34,316-64.9% | $74,723-83.9% | $72,976-83.5% |
| Participation rate | 46.4% | 42.4%+4.0pp | 54.5%-8.1pp | 69.5%-23.1pp |
| Annual return | 24.56% | 26.58%-2.0pp | 753.18%-728.6pp | 81.02%-56.5pp |
| Employer contribution / active EE | $537 | $692-22.4% | $1,084-50.5% | $2,440-78.0% |
| Participant deferral / active EE | $1,109 | $1,272-12.8% | $1,962-43.5% | $3,608-69.3% |
| Admin fee / account holder | $1,861 | $2,125-12.4% | $3,335-44.2% | $5,124-63.7% |