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 | $27,460 | $45,041-39.0% | $63,003-56.4% | $70,131-60.8% |
| Participation rate | 41.9% | 69.5%-27.7pp | 74.8%-33.0pp | 69.5%-27.7pp |
| Annual return | 13.97% | 18.76%-4.8pp | 87.59%-73.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $371 | $2,052-81.9% | $2,760-86.5% | $2,342-84.1% |
| Participant deferral / active EE | $1,136 | $2,465-53.9% | $3,329-65.9% | $3,332-65.9% |
| Admin fee / account holder | $384 | $2,836-86.4% | $3,600-89.3% | $4,645-91.7% |