Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,511 | $29,667-27.5% | $56,441-61.9% | $80,874-73.4% |
| Participation rate | 30.9% | 41.7%-10.8pp | 52.5%-21.6pp | 67.6%-36.7pp |
| Annual return | 14.90% | 35.22%-20.3pp | 1704.21%-1689.3pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,068 | $669+59.5% | $1,039+2.8% | $2,756-61.3% |
| Participant deferral / active EE | $1,656 | $1,227+35.0% | $1,953-15.2% | $4,297-61.5% |
| Admin fee / account holder | $464 | $2,429-80.9% | $2,829-83.6% | $6,935-93.3% |