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 | $16,988 | $55,437-69.4% | $155,534-89.1% | $74,459-77.2% |
| Participation rate | 30.4% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 17.07% | 269.58%-252.5pp | 64.92%-47.8pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $610 | $2,266-73.1% | $4,675-86.9% | $2,626-76.8% |
| Participant deferral / active EE | $1,623 | $2,837-42.8% | $5,630-71.2% | $4,350-62.7% |
| Admin fee / account holder | $1,887 | $1,742+8.3% | $15,900-88.1% | $1,945-3.0% |