Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,415 | $58,241-70.1% | $81,780-78.7% | $80,911-78.5% |
| Participation rate | 31.3% | 63.4%-32.2pp | 72.4%-41.1pp | 67.6%-36.4pp |
| Annual return | 12.49% | 41.73%-29.2pp | 776.27%-763.8pp | 35.63%-23.1pp |
| Employer contribution / active EE | $487 | $2,343-79.2% | $2,914-83.3% | $2,756-82.3% |
| Participant deferral / active EE | $914 | $3,283-72.1% | $4,321-78.8% | $4,297-78.7% |
| Admin fee / account holder | $557 | $4,973-88.8% | $7,384-92.5% | $6,935-92.0% |