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 | $22,234 | $29,319-24.2% | $52,425-57.6% | $82,448-73.0% |
| Participation rate | 8.8% | 46.9%-38.0pp | 55.6%-46.8pp | 68.1%-59.2pp |
| Annual return | 19.13% | 535.20%-516.1pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $208 | $586-64.5% | $914-77.2% | $2,551-91.8% |
| Participant deferral / active EE | $341 | $1,171-70.9% | $1,790-81.0% | $4,139-91.8% |
| Admin fee / account holder | $3,467 | $1,962+76.7% | $2,495+39.0% | $7,234-52.1% |