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 | $17,990 | $46,732-61.5% | $156,551-88.5% | $55,167-67.4% |
| Participation rate | 33.6% | 65.8%-32.2pp | 84.0%-50.4pp | 69.0%-35.4pp |
| Annual return | 27.29% | 17.72%+9.6pp | 32.23%-4.9pp | 169.23%-141.9pp |
| Employer contribution / active EE | $330 | $2,105-84.3% | $5,501-94.0% | $1,963-83.2% |
| Participant deferral / active EE | $916 | $2,204-58.5% | $4,871-81.2% | $3,054-70.0% |
| Admin fee / account holder | $1,151 | $418+175.1% | $13,028-91.2% | $504+128.4% |