Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,866 | $38,075-39.9% | $93,515-75.5% | $73,497-68.9% |
| Participation rate | 31.5% | 56.7%-25.2pp | 66.8%-35.3pp | 70.7%-39.2pp |
| Annual return | 26.71% | 17.59%+9.1pp | 78.21%-51.5pp | 28.51%-1.8pp |
| Employer contribution / active EE | $718 | $1,117-35.7% | $2,077-65.4% | $2,270-68.4% |
| Participant deferral / active EE | $1,072 | $2,012-46.7% | $3,129-65.7% | $3,740-71.3% |
| Admin fee / account holder | $1,991 | $351+467.0% | $5,235-62.0% | $513+288.0% |