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 | $21,645 | $77,638-72.1% | $156,551-86.2% | $62,881-65.6% |
| Participation rate | 55.1% | 71.2%-16.1pp | 84.0%-28.9pp | 69.3%-14.2pp |
| Annual return | 6.14% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $399 | $3,444-88.4% | $5,501-92.7% | $2,281-82.5% |
| Participant deferral / active EE | $1,722 | $3,046-43.4% | $4,871-64.6% | $3,203-46.2% |
| Admin fee / account holder | $683 | $5,561-87.7% | $13,028-94.8% | $4,296-84.1% |