Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,475 | $60,261-59.4% | $81,783-70.1% | $74,546-67.2% |
| Participation rate | 40.6% | 62.9%-22.3pp | 72.4%-31.8pp | 67.2%-26.6pp |
| Annual return | 18.78% | 16.88%+1.9pp | 775.05%-756.3pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $1,265 | $2,622-51.7% | $2,913-56.6% | $2,624-51.8% |
| Participant deferral / active EE | $2,936 | $3,388-13.3% | $4,320-32.1% | $4,347-32.5% |
| Admin fee / account holder | $9,020 | $1,482+508.4% | $7,380+22.2% | $1,944+364.1% |