Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,690 | $30,437-41.9% | $56,033-68.4% | $74,459-76.2% |
| Participation rate | 8.3% | 32.9%-24.6pp | 52.5%-44.2pp | 67.2%-59.0pp |
| Annual return | 11.35% | 24.96%-13.6pp | 1711.38%-1700.0pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $309 | $610-49.4% | $1,041-70.4% | $2,626-88.2% |
| Participant deferral / active EE | $748 | $1,176-36.4% | $1,954-61.7% | $4,350-82.8% |
| Admin fee / account holder | $530 | $2,363-77.6% | $2,827-81.3% | $1,945-72.8% |