Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,138 | $55,902-64.0% | $76,030-73.5% | $80,959-75.1% |
| Participation rate | 24.2% | 62.1%-37.8pp | 69.1%-44.8pp | 67.7%-43.4pp |
| Annual return | 16.40% | 20.59%-4.2pp | 361.54%-345.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $383 | $1,867-79.5% | $2,688-85.7% | $2,757-86.1% |
| Participant deferral / active EE | $1,146 | $3,051-62.5% | $4,257-73.1% | $4,300-73.4% |
| Admin fee / account holder | $2,964 | $5,239-43.4% | $6,421-53.8% | $6,925-57.2% |