Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,774 | $73,532-63.6% | $178,505-85.0% | $74,478-64.1% |
| Participation rate | 37.7% | 66.6%-28.9pp | 77.1%-39.4pp | 67.2%-29.5pp |
| Annual return | 19.92% | 17.49%+2.4pp | 27.16%-7.2pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,902 | $4,519-35.8% | $6,280-53.8% | $4,350-33.3% |
| Admin fee / account holder | $2,198 | $1,813+21.3% | $10,428-78.9% | $1,946+13.0% |