Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,863 | $39,036-49.1% | $80,784-75.4% | $85,851-76.9% |
| Participation rate | 36.7% | 41.6%-4.8pp | 54.2%-17.4pp | 69.3%-32.6pp |
| Annual return | 11.74% | 26.31%-14.6pp | 87.31%-75.6pp | 318.63%-306.9pp |
| Employer contribution / active EE | $244 | $722-66.3% | $1,160-79.0% | $2,565-90.5% |
| Participant deferral / active EE | $681 | $1,326-48.7% | $2,145-68.3% | $3,952-82.8% |
| Admin fee / account holder | $1,382 | $2,429-43.1% | $3,380-59.1% | $6,261-77.9% |