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 | $22,255 | $29,051-23.4% | $52,425-57.5% | $67,986-67.3% |
| Participation rate | 10.9% | 30.4%-19.5pp | 55.6%-44.7pp | 57.2%-46.3pp |
| Annual return | 20.98% | 24.00%-3.0pp | 302.12%-281.1pp | 31.67%-10.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,020 | $873+16.8% | $1,790-43.0% | $3,358-69.6% |
| Admin fee / account holder | $1,498 | $2,113-29.1% | $2,495-40.0% | $3,203-53.2% |