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 | $23,599 | $76,642-69.2% | $146,866-83.9% | $65,306-63.9% |
| Participation rate | 10.9% | 61.2%-50.3pp | 82.5%-71.6pp | 57.7%-46.8pp |
| Annual return | 21.36% | 33.40%-12.0pp | 102.85%-81.5pp | 21.94%-0.6pp |
| Employer contribution / active EE | $195 | $2,621-92.6% | $4,425-95.6% | $1,967-90.1% |
| Participant deferral / active EE | $1,143 | $4,864-76.5% | $7,759-85.3% | $2,959-61.4% |
| Admin fee / account holder | $2,093 | $3,960-47.1% | $13,620-84.6% | $3,480-39.8% |