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 | $25,696 | $48,011-46.5% | $63,803-59.7% | $82,637-68.9% |
| Participation rate | 34.8% | 66.6%-31.8pp | 72.7%-37.9pp | 68.1%-33.3pp |
| Annual return | 21.34% | 19.84%+1.5pp | 543.72%-522.4pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,083 | $1,904-43.1% | $2,532-57.2% | $2,552-57.6% |
| Participant deferral / active EE | $1,758 | $2,846-38.3% | $3,843-54.3% | $4,126-57.4% |
| Admin fee / account holder | $653 | $3,873-83.1% | $5,196-87.4% | $7,339-91.1% |