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 | $24,795 | $55,889-55.6% | $76,119-67.4% | $80,935-69.4% |
| Participation rate | 52.3% | 62.1%-9.8pp | 69.1%-16.8pp | 67.7%-15.4pp |
| Annual return | 16.43% | 20.58%-4.2pp | 361.25%-344.8pp | 35.66%-19.2pp |
| Employer contribution / active EE | $919 | $1,866-50.8% | $2,693-65.9% | $2,757-66.7% |
| Participant deferral / active EE | $2,576 | $3,051-15.6% | $4,259-39.5% | $4,299-40.1% |
| Admin fee / account holder | $926 | $5,241-82.3% | $6,421-85.6% | $6,924-86.6% |