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 | $19,191 | $44,984-57.3% | $85,009-77.4% | $74,546-74.3% |
| Participation rate | 35.1% | 49.4%-14.3pp | 67.5%-32.4pp | 67.2%-32.1pp |
| Annual return | 23.51% | 26.25%-2.7pp | 66.47%-43.0pp | 1366.03%-1342.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $806 | $2,733-70.5% | $4,522-82.2% | $4,347-81.5% |
| Admin fee / account holder | $837 | $2,208-62.1% | $6,153-86.4% | $1,944-56.9% |