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 | $26,784 | $29,733-9.9% | $56,025-52.2% | $80,959-66.9% |
| Participation rate | 14.8% | 41.7%-27.0pp | 52.5%-37.8pp | 67.7%-52.9pp |
| Annual return | 17.34% | 35.28%-17.9pp | 1712.69%-1695.3pp | 35.67%-18.3pp |
| Employer contribution / active EE | $300 | $672-55.3% | $1,042-71.2% | $2,757-89.1% |
| Participant deferral / active EE | $794 | $1,229-35.4% | $1,955-59.4% | $4,300-81.5% |
| Admin fee / account holder | $426 | $2,434-82.5% | $2,828-84.9% | $6,925-93.8% |