Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,640 | $71,215-62.6% | $93,696-71.6% | $80,935-67.1% |
| Participation rate | 26.7% | 60.4%-33.7pp | 68.7%-42.1pp | 67.7%-41.0pp |
| Annual return | 10.72% | 11.27%-0.5pp | 133.74%-123.0pp | 35.66%-24.9pp |
| Employer contribution / active EE | $501 | $1,565-68.0% | $2,422-79.3% | $2,757-81.8% |
| Participant deferral / active EE | $1,649 | $4,037-59.2% | $4,417-62.7% | $4,299-61.7% |
| Admin fee / account holder | $2,965 | $6,958-57.4% | $8,287-64.2% | $6,924-57.2% |