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 | $16,768 | $28,624-41.4% | $53,647-68.7% | $82,637-79.7% |
| Participation rate | 12.8% | 47.3%-34.5pp | 56.3%-43.5pp | 68.1%-55.3pp |
| Annual return | 25.80% | 664.98%-639.2pp | 358.33%-332.5pp | 53.51%-27.7pp |
| Employer contribution / active EE | $196 | $637-69.2% | $962-79.6% | $2,552-92.3% |
| Participant deferral / active EE | $701 | $1,196-41.4% | $1,813-61.3% | $4,126-83.0% |
| Admin fee / account holder | $661 | $2,022-67.3% | $2,460-73.1% | $7,339-91.0% |