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 | $16,077 | $48,011-66.5% | $63,803-74.8% | $82,637-80.5% |
| Participation rate | 62.1% | 66.6%-4.5pp | 72.7%-10.6pp | 68.1%-6.0pp |
| Annual return | 27.43% | 19.84%+7.6pp | 543.72%-516.3pp | 53.51%-26.1pp |
| Employer contribution / active EE | $738 | $1,904-61.2% | $2,532-70.8% | $2,552-71.1% |
| Participant deferral / active EE | $3,279 | $2,846+15.2% | $3,843-14.7% | $4,126-20.5% |
| Admin fee / account holder | $2,023 | $3,873-47.8% | $5,196-61.1% | $7,339-72.4% |