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 | $12,302 | $29,051-57.7% | $52,425-76.5% | $67,986-81.9% |
| Participation rate | 12.9% | 30.4%-17.6pp | 55.6%-42.8pp | 57.2%-44.3pp |
| Annual return | 16.93% | 24.00%-7.1pp | 302.12%-285.2pp | 31.67%-14.7pp |
| Employer contribution / active EE | $129 | $412-68.8% | $914-85.9% | $2,019-93.6% |
| Participant deferral / active EE | $335 | $873-61.6% | $1,790-81.3% | $3,358-90.0% |
| Admin fee / account holder | $1,421 | $2,113-32.7% | $2,495-43.1% | $3,203-55.6% |