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 | $23,638 | $47,479-50.2% | $62,929-62.4% | $82,448-71.3% |
| Participation rate | 52.8% | 66.9%-14.1pp | 73.1%-20.3pp | 68.1%-15.3pp |
| Annual return | 13.77% | 20.34%-6.6pp | 1063.93%-1050.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $476 | $1,885-74.7% | $2,505-81.0% | $2,551-81.3% |
| Participant deferral / active EE | $1,499 | $2,870-47.8% | $3,888-61.5% | $4,139-63.8% |
| Admin fee / account holder | $6,617 | $3,804+74.0% | $5,065+30.6% | $7,234-8.5% |