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 | $27,052 | $95,406-71.6% | $185,849-85.4% | $85,847-68.5% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 15.34% | 23.59%-8.3pp | 122.10%-106.8pp | 318.61%-303.3pp |
| Employer contribution / active EE | $904 | $3,314-72.7% | $5,169-82.5% | $2,565-64.8% |
| Participant deferral / active EE | $1,632 | $3,424-52.3% | $5,569-70.7% | $3,952-58.7% |
| Admin fee / account holder | $1,341 | $7,214-81.4% | $16,244-91.7% | $6,261-78.6% |