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 | $28,643 | $32,425-11.7% | $74,577-61.6% | $55,167-48.1% |
| Participation rate | 25.7% | 54.0%-28.3pp | 68.1%-42.4pp | 69.0%-43.3pp |
| Annual return | 39.04% | 10.63%+28.4pp | 20.47%+18.6pp | 169.23%-130.2pp |
| Employer contribution / active EE | $256 | $1,043-75.4% | $2,525-89.9% | $1,963-86.9% |
| Participant deferral / active EE | $994 | $1,995-50.2% | $3,458-71.3% | $3,054-67.5% |
| Admin fee / account holder | $6,534 | $748+773.0% | $4,138+57.9% | $504+1196.8% |