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 | $20,135 | $49,897-59.6% | $80,648-75.0% | $75,177-73.2% |
| Participation rate | 39.4% | 55.3%-15.9pp | 67.0%-27.6pp | 67.2%-27.8pp |
| Annual return | 23.86% | 34.68%-10.8pp | 937.21%-913.3pp | 160.75%-136.9pp |
| Employer contribution / active EE | $501 | $1,699-70.5% | $2,724-81.6% | $2,671-81.2% |
| Participant deferral / active EE | $5,739 | $2,992+91.8% | $4,443+29.1% | $4,126+39.1% |
| Admin fee / account holder | $1,763 | $3,579-50.7% | $5,382-67.2% | $5,651-68.8% |