Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,044 | $60,139-68.3% | $90,461-78.9% | $79,856-76.2% |
| Participation rate | 39.5% | 65.0%-25.5pp | 72.7%-33.2pp | 69.6%-30.2pp |
| Annual return | 22.90% | 71.96%-49.1pp | 1294.76%-1271.9pp | 31.71%-8.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,969 | $2,939-33.0% | $3,964-50.3% | $3,741-47.4% |
| Admin fee / account holder | $321 | $3,978-91.9% | $5,617-94.3% | $5,306-93.9% |