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 | $19,735 | $52,519-62.4% | $155,789-87.3% | $59,633-66.9% |
| Participation rate | 54.1% | 61.7%-7.7pp | 76.1%-22.0pp | 68.7%-14.6pp |
| Annual return | 15.11% | 53.51%-38.4pp | 71.54%-56.4pp | 2041.45%-2026.3pp |
| Employer contribution / active EE | $1,081 | $1,589-32.0% | $3,839-71.8% | $2,203-50.9% |
| Participant deferral / active EE | $2,957 | $3,084-4.1% | $4,798-38.4% | $3,192-7.4% |
| Admin fee / account holder | $806 | $3,540-77.2% | $7,477-89.2% | $4,297-81.2% |