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 | $28,375 | $43,496-34.8% | $161,489-82.4% | $64,340-55.9% |
| Participation rate | 45.7% | 53.5%-7.8pp | 78.7%-33.0pp | 55.2%-9.6pp |
| Annual return | 12.41% | 20.76%-8.3pp | 89.72%-77.3pp | 24.14%-11.7pp |
| Employer contribution / active EE | $627 | $1,431-56.2% | $4,268-85.3% | $1,862-66.3% |
| Participant deferral / active EE | $815 | $1,996-59.1% | $5,630-85.5% | $2,980-72.6% |
| Admin fee / account holder | $479 | $2,330-79.5% | $16,006-97.0% | $3,703-87.1% |