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 | $14,839 | $85,171-82.6% | $172,752-91.4% | $72,975-79.7% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 21.01% | 27.32%-6.3pp | 802.97%-782.0pp | 81.01%-60.0pp |
| Employer contribution / active EE | $493 | $3,324-85.2% | $5,144-90.4% | $2,440-79.8% |
| Participant deferral / active EE | $1,136 | $3,260-65.2% | $5,198-78.2% | $3,608-68.5% |
| Admin fee / account holder | $944 | $5,880-84.0% | $13,955-93.2% | $5,124-81.6% |