Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,369 | $29,319-74.9% | $52,425-85.9% | $82,448-91.1% |
| Participation rate | 17.1% | 46.9%-29.7pp | 55.6%-38.5pp | 68.1%-50.9pp |
| Annual return | 27.07% | 535.20%-508.1pp | 302.12%-275.0pp | 41.64%-14.6pp |
| Employer contribution / active EE | $180 | $586-69.3% | $914-80.3% | $2,551-92.9% |
| Participant deferral / active EE | $475 | $1,171-59.4% | $1,790-73.4% | $4,139-88.5% |
| Admin fee / account holder | $434 | $1,962-77.9% | $2,495-82.6% | $7,234-94.0% |