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 | $29,534 | $27,800+6.2% | $58,561-49.6% | $71,511-58.7% |
| Participation rate | 2.0% | 34.6%-32.6pp | 50.9%-48.9pp | 67.9%-65.9pp |
| Annual return | 20.77% | 26.80%-6.0pp | 4251.33%-4230.6pp | 28.86%-8.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $307 | $1,208-74.6% | $1,923-84.0% | $4,291-92.8% |
| Admin fee / account holder | $3,439 | $1,637+110.0% | $2,520+36.4% | $1,588+116.5% |