Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,595 | $34,932-63.9% | $56,441-77.7% | $74,546-83.1% |
| Participation rate | 19.5% | 32.9%-13.3pp | 52.5%-33.0pp | 67.2%-47.7pp |
| Annual return | 14.98% | 24.90%-9.9pp | 1704.21%-1689.2pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $477 | $608-21.6% | $1,039-54.1% | $2,624-81.8% |
| Participant deferral / active EE | $577 | $1,173-50.8% | $1,953-70.4% | $4,347-86.7% |
| Admin fee / account holder | $547 | $2,359-76.8% | $2,829-80.7% | $1,944-71.9% |