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 | $23,534 | $63,703-63.1% | $93,063-74.7% | $82,448-71.5% |
| Participation rate | 56.3% | 63.8%-7.6pp | 72.1%-15.9pp | 68.1%-11.8pp |
| Annual return | 13.29% | -775.43%+788.7pp | 34.15%-20.9pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,327 | $1,729-23.2% | $2,476-46.4% | $2,551-48.0% |
| Participant deferral / active EE | $1,950 | $2,919-33.2% | $3,958-50.7% | $4,139-52.9% |
| Admin fee / account holder | $1,765 | $5,982-70.5% | $6,033-70.7% | $7,234-75.6% |