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 | $41,272 | $95,406-56.7% | $185,849-77.8% | $85,847-51.9% |
| Participation rate | 23.9% | 68.8%-44.9pp | 81.7%-57.8pp | 69.3%-45.5pp |
| Annual return | 15.58% | 23.59%-8.0pp | 122.10%-106.5pp | 318.61%-303.0pp |
| Employer contribution / active EE | $591 | $3,314-82.2% | $5,169-88.6% | $2,565-77.0% |
| Participant deferral / active EE | $1,498 | $3,424-56.2% | $5,569-73.1% | $3,952-62.1% |
| Admin fee / account holder | $7,148 | $7,214-0.9% | $16,244-56.0% | $6,261+14.2% |