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 | $19,033 | $59,440-68.0% | $78,004-75.6% | $82,637-77.0% |
| Participation rate | 54.9% | 62.8%-7.9pp | 69.4%-14.6pp | 68.1%-13.2pp |
| Annual return | 13.36% | 40.24%-26.9pp | 31.07%-17.7pp | 53.51%-40.1pp |
| Employer contribution / active EE | $664 | $1,750-62.0% | $2,469-73.1% | $2,552-74.0% |
| Participant deferral / active EE | $1,836 | $3,138-41.5% | $4,092-55.1% | $4,126-55.5% |
| Admin fee / account holder | $1,159 | $5,504-78.9% | $7,578-84.7% | $7,339-84.2% |