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 | $21,295 | $51,184-58.4% | $66,439-67.9% | $86,983-75.5% |
| Participation rate | 21.4% | 68.5%-47.1pp | 74.5%-53.1pp | 69.5%-48.1pp |
| Annual return | 16.35% | 17.07%-0.7pp | 757.66%-741.3pp | 25.83%-9.5pp |
| Employer contribution / active EE | $448 | $2,023-77.9% | $2,637-83.0% | $2,584-82.7% |
| Participant deferral / active EE | $2,272 | $2,927-22.4% | $3,876-41.4% | $4,194-45.8% |
| Admin fee / account holder | $3,332 | $4,154-19.8% | $6,173-46.0% | $7,856-57.6% |