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 | $16,679 | $29,733-43.9% | $56,025-70.2% | $80,959-79.4% |
| Participation rate | 14.8% | 41.7%-26.9pp | 52.5%-37.7pp | 67.7%-52.9pp |
| Annual return | 13.91% | 35.28%-21.4pp | 1712.69%-1698.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,377 | $1,229+12.0% | $1,955-29.6% | $4,300-68.0% |
| Admin fee / account holder | $7,581 | $2,434+211.5% | $2,828+168.1% | $6,925+9.5% |