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 | $21,638 | $77,638-72.1% | $156,551-86.2% | $62,881-65.6% |
| Participation rate | 40.7% | 71.2%-30.5pp | 84.0%-43.3pp | 69.3%-28.6pp |
| Annual return | 5.11% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $980 | $3,444-71.5% | $5,501-82.2% | $2,281-57.0% |
| Participant deferral / active EE | $1,836 | $3,046-39.7% | $4,871-62.3% | $3,203-42.7% |
| Admin fee / account holder | $3,173 | $5,561-42.9% | $13,028-75.6% | $4,296-26.1% |