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 | $19,468 | $53,128-63.4% | $86,582-77.5% | $70,126-72.2% |
| Participation rate | 40.7% | 65.3%-24.6pp | 73.5%-32.8pp | 69.5%-28.8pp |
| Annual return | 15.25% | 27.66%-12.4pp | 965.08%-949.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $548 | $2,068-73.5% | $2,839-80.7% | $2,343-76.6% |
| Participant deferral / active EE | $1,243 | $2,695-53.9% | $3,609-65.6% | $3,332-62.7% |
| Admin fee / account holder | $659 | $3,584-81.6% | $4,904-86.6% | $4,645-85.8% |