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 | $14,666 | $49,896-70.6% | $80,627-81.8% | $75,173-80.5% |
| Participation rate | 29.2% | 55.3%-26.1pp | 67.0%-37.8pp | 67.2%-38.0pp |
| Annual return | 28.89% | 34.67%-5.8pp | 936.76%-907.9pp | 160.72%-131.8pp |
| Employer contribution / active EE | $1,351 | $1,699-20.5% | $2,723-50.4% | $2,671-49.4% |
| Participant deferral / active EE | $3,311 | $2,992+10.7% | $4,443-25.5% | $4,126-19.8% |
| Admin fee / account holder | $490 | $3,578-86.3% | $5,381-90.9% | $5,651-91.3% |