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 | $9,991 | $27,243-63.3% | $52,425-80.9% | $79,634-87.5% |
| Participation rate | 9.7% | 22.4%-12.7pp | 55.6%-45.9pp | 62.5%-52.8pp |
| Annual return | 22.07% | 63.36%-41.3pp | 302.12%-280.0pp | 36.46%-14.4pp |
| Employer contribution / active EE | $138 | $319-56.8% | $914-84.9% | $2,529-94.6% |
| Participant deferral / active EE | $271 | $636-57.3% | $1,790-84.9% | $3,835-92.9% |
| Admin fee / account holder | $600 | $2,105-71.5% | $2,495-76.0% | $1,002-40.1% |