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 | $15,232 | $29,525-48.4% | $56,033-72.8% | $77,736-80.4% |
| Participation rate | 18.3% | 32.7%-14.3pp | 52.5%-34.2pp | 70.6%-52.3pp |
| Annual return | 22.36% | 18.90%+3.5pp | 1711.38%-1689.0pp | 31.26%-8.9pp |
| Employer contribution / active EE | $508 | $569-10.7% | $1,041-51.2% | $2,728-81.4% |
| Participant deferral / active EE | $876 | $1,062-17.5% | $1,954-55.2% | $4,651-81.2% |
| Admin fee / account holder | $585 | $1,040-43.7% | $2,827-79.3% | $433+35.1% |