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 | $15,461 | $67,823-77.2% | $52,425-70.5% | $137,256-88.7% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | 10.37% | 219.11%-208.7pp | 302.12%-291.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $939 | $2,288-59.0% | $1,790-47.6% | $6,407-85.3% |
| Admin fee / account holder | $1,260 | $2,844-55.7% | $2,495-49.5% | $12,270-89.7% |