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 | $56,063-64.1% | $76,051-73.5% | $80,911-75.1% |
| Participation rate | 24.2% | 62.0%-37.8pp | 69.1%-44.8pp | 67.6%-43.4pp |
| Annual return | 16.40% | 20.54%-4.1pp | 360.42%-344.0pp | 35.63%-19.2pp |
| Employer contribution / active EE | $383 | $1,874-79.6% | $2,690-85.8% | $2,756-86.1% |
| Participant deferral / active EE | $1,146 | $3,052-62.5% | $4,257-73.1% | $4,297-73.3% |
| Admin fee / account holder | $2,964 | $5,240-43.4% | $6,416-53.8% | $6,935-57.3% |