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 | $20,339 | $30,421-33.1% | $56,077-63.7% | $74,429-72.7% |
| Participation rate | 16.8% | 32.9%-16.1pp | 52.5%-35.7pp | 67.2%-50.5pp |
| Annual return | 12.83% | 24.94%-12.1pp | 1709.28%-1696.4pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $500 | $610-18.0% | $1,040-52.0% | $2,625-81.0% |
| Participant deferral / active EE | $1,004 | $1,175-14.6% | $1,954-48.6% | $4,348-76.9% |
| Admin fee / account holder | $1,230 | $2,363-48.0% | $2,825-56.5% | $1,944-36.8% |