Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,727 | $60,128-75.5% | $90,440-83.7% | $79,852-81.6% |
| Participation rate | 30.6% | 65.0%-34.4pp | 72.7%-42.1pp | 69.6%-39.0pp |
| Annual return | 26.12% | 71.95%-45.8pp | 1294.38%-1268.3pp | 31.72%-5.6pp |
| Employer contribution / active EE | $335 | $2,068-83.8% | $3,263-89.7% | $2,471-86.4% |
| Participant deferral / active EE | $1,810 | $2,939-38.4% | $3,964-54.3% | $3,740-51.6% |
| Admin fee / account holder | $362 | $3,977-90.9% | $5,615-93.6% | $5,306-93.2% |