Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,555 | $29,319-60.6% | $52,425-78.0% | $82,448-86.0% |
| Participation rate | 16.3% | 46.9%-30.5pp | 55.6%-39.3pp | 68.1%-51.7pp |
| Annual return | 19.52% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $430 | $1,171-63.2% | $1,790-76.0% | $4,139-89.6% |
| Admin fee / account holder | $635 | $1,962-67.6% | $2,495-74.6% | $7,234-91.2% |