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 | $16,755 | $39,028-57.1% | $80,741-79.2% | $85,847-80.5% |
| Participation rate | 48.1% | 41.6%+6.6pp | 54.2%-6.0pp | 69.3%-21.2pp |
| Annual return | 13.39% | 26.31%-12.9pp | 87.30%-73.9pp | 318.61%-305.2pp |
| Employer contribution / active EE | $1,061 | $722+46.9% | $1,160-8.6% | $2,565-58.7% |
| Participant deferral / active EE | $2,102 | $1,326+58.6% | $2,145-2.0% | $3,952-46.8% |
| Admin fee / account holder | $1,290 | $2,429-46.9% | $3,380-61.8% | $6,261-79.4% |