Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,764 | $27,800+17.9% | $58,561-44.1% | $71,511-54.2% |
| Participation rate | 18.4% | 34.6%-16.2pp | 50.9%-32.5pp | 67.9%-49.5pp |
| Annual return | 17.91% | 26.80%-8.9pp | 4251.33%-4233.4pp | 28.86%-10.9pp |
| Employer contribution / active EE | $209 | $632-67.0% | $1,053-80.2% | $2,589-91.9% |
| Participant deferral / active EE | $581 | $1,208-51.9% | $1,923-69.8% | $4,291-86.4% |
| Admin fee / account holder | $2,290 | $1,637+39.9% | $2,520-9.1% | $1,588+44.2% |