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 | $21,000 | $95,406-78.0% | $185,849-88.7% | $85,847-75.5% |
| Participation rate | 54.1% | 68.8%-14.7pp | 81.7%-27.7pp | 69.3%-15.3pp |
| Annual return | 16.45% | 23.59%-7.1pp | 122.10%-105.6pp | 318.61%-302.2pp |
| Employer contribution / active EE | $545 | $3,314-83.5% | $5,169-89.5% | $2,565-78.7% |
| Participant deferral / active EE | $1,366 | $3,424-60.1% | $5,569-75.5% | $3,952-65.4% |
| Admin fee / account holder | $889 | $7,214-87.7% | $16,244-94.5% | $6,261-85.8% |