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 | $12,615 | $29,736-57.6% | $56,033-77.5% | $80,935-84.4% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 14.05% | 35.28%-21.2pp | 1711.38%-1697.3pp | 35.66%-21.6pp |
| Employer contribution / active EE | $357 | $671-46.9% | $1,041-65.7% | $2,757-87.1% |
| Participant deferral / active EE | $937 | $1,228-23.8% | $1,954-52.1% | $4,299-78.2% |
| Admin fee / account holder | $3,302 | $2,434+35.7% | $2,827+16.8% | $6,924-52.3% |