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 | $16,187 | $45,872-64.7% | $77,100-79.0% | $68,490-76.4% |
| Participation rate | 37.7% | 55.9%-18.2pp | 67.9%-30.2pp | 67.9%-30.2pp |
| Annual return | 2266.71% | 1.73%+2265.0pp | 42.35%+2224.4pp | -7.85%+2274.6pp |
| Employer contribution / active EE | $1,142 | $1,650-30.7% | $2,815-59.4% | $2,597-56.0% |
| Participant deferral / active EE | $2,173 | $2,963-26.7% | $4,430-51.0% | $4,028-46.1% |
| Admin fee / account holder | $1,322 | $3,041-56.5% | $5,443-75.7% | $5,403-75.5% |