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 | $21,191 | $58,241-63.6% | $81,780-74.1% | $80,911-73.8% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 13.45% | 41.73%-28.3pp | 776.27%-762.8pp | 35.63%-22.2pp |
| Employer contribution / active EE | $848 | $2,343-63.8% | $2,914-70.9% | $2,756-69.2% |
| Participant deferral / active EE | $1,679 | $3,283-48.9% | $4,321-61.1% | $4,297-60.9% |
| Admin fee / account holder | $821 | $4,973-83.5% | $7,384-88.9% | $6,935-88.2% |