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 | $21,353 | $54,679-60.9% | $76,119-71.9% | $74,459-71.3% |
| Participation rate | 35.4% | 60.3%-24.9pp | 69.1%-33.7pp | 67.2%-31.8pp |
| Annual return | 14.41% | 31.90%-17.5pp | 361.25%-346.8pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $503 | $1,781-71.7% | $2,693-81.3% | $2,626-80.8% |
| Participant deferral / active EE | $1,135 | $3,072-63.0% | $4,259-73.3% | $4,350-73.9% |
| Admin fee / account holder | $3,997 | $2,238+78.6% | $6,421-37.7% | $1,945+105.5% |