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 | $16,567 | $27,243-39.2% | $52,425-68.4% | $79,634-79.2% |
| Participation rate | 6.3% | 22.4%-16.1pp | 55.6%-49.3pp | 62.5%-56.1pp |
| Annual return | 19.47% | 63.36%-43.9pp | 302.12%-282.7pp | 36.46%-17.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $321 | $636-49.5% | $1,790-82.1% | $3,835-91.6% |
| Admin fee / account holder | $2,075 | $2,105-1.4% | $2,495-16.8% | $1,002+107.1% |