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 | $10,675 | $58,241-81.7% | $81,780-86.9% | $80,911-86.8% |
| Participation rate | 54.2% | 63.4%-9.3pp | 72.4%-18.2pp | 67.6%-13.5pp |
| Annual return | 11.17% | 41.73%-30.6pp | 776.27%-765.1pp | 35.63%-24.5pp |
| Employer contribution / active EE | $1,017 | $2,343-56.6% | $2,914-65.1% | $2,756-63.1% |
| Participant deferral / active EE | $2,341 | $3,283-28.7% | $4,321-45.8% | $4,297-45.5% |
| Admin fee / account holder | $342 | $4,973-93.1% | $7,384-95.4% | $6,935-95.1% |