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 | $16,064 | $45,041-64.3% | $63,003-74.5% | $70,131-77.1% |
| Participation rate | 37.5% | 69.5%-32.0pp | 74.8%-37.3pp | 69.5%-32.0pp |
| Annual return | 55.97% | 18.76%+37.2pp | 87.59%-31.6pp | 73.14%-17.2pp |
| Employer contribution / active EE | $555 | $2,052-73.0% | $2,760-79.9% | $2,342-76.3% |
| Participant deferral / active EE | $800 | $2,465-67.6% | $3,329-76.0% | $3,332-76.0% |
| Admin fee / account holder | $665 | $2,836-76.5% | $3,600-81.5% | $4,645-85.7% |