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 | $22,823 | $73,532-69.0% | $178,505-87.2% | $74,478-69.4% |
| Participation rate | 68.9% | 66.6%+2.3pp | 77.1%-8.2pp | 67.2%+1.7pp |
| Annual return | 20.02% | 17.49%+2.5pp | 27.16%-7.1pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $686 | $2,221-69.1% | $3,955-82.7% | $2,626-73.9% |
| Participant deferral / active EE | $2,036 | $4,519-54.9% | $6,280-67.6% | $4,350-53.2% |
| Admin fee / account holder | $1,857 | $1,813+2.5% | $10,428-82.2% | $1,946-4.5% |