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 | $10,927 | $51,638-78.8% | $68,368-84.0% | $82,448-86.7% |
| Participation rate | 51.9% | 63.6%-11.8pp | 73.8%-21.9pp | 68.1%-16.2pp |
| Annual return | 14.76% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $470 | $2,047-77.0% | $2,649-82.3% | $2,551-81.6% |
| Participant deferral / active EE | $590 | $2,914-79.8% | $4,123-85.7% | $4,139-85.8% |
| Admin fee / account holder | $2,412 | $4,643-48.1% | $5,150-53.2% | $7,234-66.7% |