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 | $26,583 | $84,236-68.4% | $170,439-84.4% | $70,124-62.1% |
| Participation rate | 29.1% | 70.8%-41.7pp | 83.6%-54.5pp | 69.5%-40.4pp |
| Annual return | 15.65% | 23.06%-7.4pp | 205.94%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $481 | $3,387-85.8% | $5,433-91.1% | $2,342-79.4% |
| Participant deferral / active EE | $1,134 | $3,086-63.2% | $4,939-77.0% | $3,332-66.0% |
| Admin fee / account holder | $2,071 | $5,698-63.7% | $13,881-85.1% | $4,645-55.4% |