Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,961 | $61,816-62.9% | $97,260-76.4% | $80,935-71.6% |
| Participation rate | 41.4% | 63.5%-22.1pp | 72.7%-31.3pp | 67.7%-26.3pp |
| Annual return | 17.60% | -558.73%+576.3pp | 75.54%-57.9pp | 35.66%-18.1pp |
| Employer contribution / active EE | $499 | $1,836-72.8% | $2,721-81.7% | $2,757-81.9% |
| Participant deferral / active EE | $1,851 | $3,027-38.9% | $4,262-56.6% | $4,299-57.0% |
| Admin fee / account holder | $2,270 | $5,166-56.1% | $5,640-59.8% | $6,924-67.2% |