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 | $19,191 | $58,275-67.1% | $81,844-76.6% | $80,935-76.3% |
| Participation rate | 16.7% | 63.5%-46.8pp | 72.4%-55.7pp | 67.7%-51.0pp |
| Annual return | 15.60% | 41.82%-26.2pp | 778.87%-763.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $725 | $2,346-69.1% | $2,916-75.1% | $2,757-73.7% |
| Participant deferral / active EE | $1,542 | $3,285-53.1% | $4,323-64.3% | $4,299-64.1% |
| Admin fee / account holder | $869 | $4,749-81.7% | $7,355-88.2% | $6,924-87.4% |