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 | $32,874 | $42,909-23.4% | $60,906-46.0% | $68,486-52.0% |
| Participation rate | 24.0% | 66.8%-42.8pp | 73.1%-49.1pp | 67.9%-43.9pp |
| Annual return | 77.54% | -13.99%+91.5pp | 16.94%+60.6pp | -7.85%+85.4pp |
| Employer contribution / active EE | $543 | $1,979-72.6% | $2,703-79.9% | $2,597-79.1% |
| Participant deferral / active EE | $1,222 | $2,866-57.4% | $3,814-67.9% | $4,028-69.7% |
| Admin fee / account holder | $5,933 | $3,104+91.1% | $3,227+83.8% | $5,404+9.8% |