Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,809 | $105,856-79.4% | $90,161-75.8% | $147,586-85.2% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 36.93% | 37.63%-0.7pp | 34.89%+2.0pp | 578.59%-541.7pp |
| Employer contribution / active EE | $1,028 | $4,126-75.1% | $3,318-69.0% | $4,876-78.9% |
| Participant deferral / active EE | $1,888 | $5,733-67.1% | $5,287-64.3% | $5,439-65.3% |
| Admin fee / account holder | $730 | $8,046-90.9% | $5,943-87.7% | $10,886-93.3% |