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 | $17,734 | $77,638-77.2% | $156,551-88.7% | $62,881-71.8% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.7pp |
| Annual return | 7.26% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $921 | $3,444-73.2% | $5,501-83.3% | $2,281-59.6% |
| Participant deferral / active EE | $1,547 | $3,046-49.2% | $4,871-68.2% | $3,203-51.7% |
| Admin fee / account holder | $1,200 | $5,561-78.4% | $13,028-90.8% | $4,296-72.1% |