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 | $30,051 | $58,258-48.4% | $81,820-63.3% | $80,925-62.9% |
| Participation rate | 44.9% | 63.5%-18.5pp | 72.4%-27.4pp | 67.7%-22.7pp |
| Annual return | 11.65% | 41.76%-30.1pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $844 | $2,345-64.0% | $2,915-71.0% | $2,756-69.4% |
| Participant deferral / active EE | $1,494 | $3,284-54.5% | $4,323-65.4% | $4,299-65.2% |
| Admin fee / account holder | $4,280 | $4,976-14.0% | $7,391-42.1% | $6,940-38.3% |