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 | $28,479 | $58,726-51.5% | $142,898-80.1% | $85,847-66.8% |
| Participation rate | 40.0% | 58.5%-18.5pp | 72.0%-32.0pp | 69.3%-29.3pp |
| Annual return | 14.27% | 27.73%-13.5pp | 5639.64%-5625.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $740 | $1,424-48.0% | $4,146-82.1% | $2,565-71.2% |
| Participant deferral / active EE | $2,077 | $2,609-20.4% | $3,838-45.9% | $3,952-47.4% |
| Admin fee / account holder | $5,859 | $4,234+38.4% | $6,560-10.7% | $6,261-6.4% |