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 | $23,036 | $106,115-78.3% | $85,969-73.2% | $125,389-81.6% |
| Participation rate | 61.5% | 84.1%-22.5pp | 76.5%-15.0pp | 83.2%-21.7pp |
| Annual return | 0.07% | 13.93%-13.9pp | 9.32%-9.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,010 | $4,537-77.7% | $3,474-70.9% | $4,866-79.2% |
| Participant deferral / active EE | $1,540 | $4,859-68.3% | $3,829-59.8% | $5,352-71.2% |
| Admin fee / account holder | $2,240 | $8,144-72.5% | $6,053-63.0% | $9,541-76.5% |