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 | $27,150 | $81,276-66.6% | $155,574-82.5% | $80,925-66.5% |
| Participation rate | 19.4% | 66.2%-46.8pp | 78.2%-58.8pp | 67.7%-48.2pp |
| Annual return | 27.41% | 33.36%-6.0pp | 64.87%-37.5pp | 35.65%-8.2pp |
| Employer contribution / active EE | $508 | $3,103-83.6% | $4,676-89.1% | $2,756-81.6% |
| Participant deferral / active EE | $1,066 | $3,453-69.1% | $5,629-81.1% | $4,299-75.2% |
| Admin fee / account holder | $777 | $7,993-90.3% | $15,914-95.1% | $6,940-88.8% |