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 | $13,337 | $55,470-76.0% | $155,556-91.4% | $74,478-82.1% |
| Participation rate | 28.2% | 61.9%-33.7pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 13.58% | 269.80%-256.2pp | 64.84%-51.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $421 | $2,267-81.4% | $4,675-91.0% | $2,626-84.0% |
| Participant deferral / active EE | $1,207 | $2,838-57.5% | $5,631-78.6% | $4,350-72.2% |
| Admin fee / account holder | $716 | $1,744-59.0% | $15,885-95.5% | $1,946-63.2% |