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 | $19,580 | $55,446-64.7% | $155,574-87.4% | $74,429-73.7% |
| Participation rate | 38.4% | 61.9%-23.5pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 14.35% | 269.20%-254.8pp | 64.87%-50.5pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $686 | $2,266-69.7% | $4,676-85.3% | $2,625-73.9% |
| Participant deferral / active EE | $1,014 | $2,836-64.2% | $5,629-82.0% | $4,348-76.7% |
| Admin fee / account holder | $1,762 | $1,743+1.1% | $15,914-88.9% | $1,944-9.4% |