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 | $27,394 | $49,897-45.1% | $80,648-66.0% | $75,177-63.6% |
| Participation rate | 37.0% | 55.3%-18.4pp | 67.0%-30.1pp | 67.2%-30.2pp |
| Annual return | 16.72% | 34.68%-18.0pp | 937.21%-920.5pp | 160.75%-144.0pp |
| Employer contribution / active EE | $553 | $1,699-67.5% | $2,724-79.7% | $2,671-79.3% |
| Participant deferral / active EE | $761 | $2,992-74.6% | $4,443-82.9% | $4,126-81.5% |
| Admin fee / account holder | $2,347 | $3,579-34.4% | $5,382-56.4% | $5,651-58.5% |