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 | $28,269 | $47,944-41.0% | $67,834-58.3% | $62,881-55.0% |
| Participation rate | 56.7% | 61.1%-4.4pp | 68.8%-12.1pp | 69.3%-12.6pp |
| Annual return | 6.53% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $621 | $1,562-60.2% | $2,403-74.2% | $2,281-72.8% |
| Participant deferral / active EE | $1,312 | $2,247-41.6% | $3,160-58.5% | $3,203-59.0% |
| Admin fee / account holder | $443 | $3,712-88.1% | $4,622-90.4% | $4,296-89.7% |