Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,549 | $55,423-73.7% | $155,602-90.6% | $74,400-80.4% |
| Participation rate | 24.8% | 61.9%-37.1pp | 78.2%-53.4pp | 67.2%-42.5pp |
| Annual return | 15.72% | 269.07%-253.3pp | 64.81%-49.1pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $1,026 | $2,266-54.7% | $4,675-78.0% | $2,624-60.9% |
| Participant deferral / active EE | $2,162 | $2,835-23.7% | $5,629-61.6% | $4,348-50.3% |
| Admin fee / account holder | $772 | $1,744-55.7% | $15,923-95.2% | $1,944-60.3% |