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 | $15,727 | $29,716-47.1% | $56,077-72.0% | $80,925-80.6% |
| Participation rate | 15.4% | 41.7%-26.3pp | 52.5%-37.1pp | 67.7%-52.3pp |
| Annual return | 11.83% | 35.30%-23.5pp | 1709.28%-1697.4pp | 35.65%-23.8pp |
| Employer contribution / active EE | $98 | $671-85.5% | $1,040-90.6% | $2,756-96.5% |
| Participant deferral / active EE | $912 | $1,228-25.8% | $1,954-53.4% | $4,299-78.8% |
| Admin fee / account holder | $2,697 | $2,432+10.9% | $2,825-4.5% | $6,940-61.1% |