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 | $1,432 | $29,319-95.1% | $52,425-97.3% | $82,448-98.3% |
| Participation rate | 58.6% | 46.9%+11.8pp | 55.6%+3.0pp | 68.1%-9.4pp |
| Annual return | 19.36% | 535.20%-515.8pp | 302.12%-282.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $532 | $1,171-54.5% | $1,790-70.3% | $4,139-87.1% |
| Admin fee / account holder | $411 | $1,962-79.1% | $2,495-83.5% | $7,234-94.3% |