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 | $21,620 | $106,918-79.8% | $84,021-74.3% | $152,897-85.9% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 24.06% | 105.01%-80.9pp | 71.32%-47.3pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,048 | $2,735-61.7% | $1,984-47.2% | $4,764-78.0% |
| Participant deferral / active EE | $2,297 | $4,012-42.8% | $3,239-29.1% | $5,851-60.7% |
| Admin fee / account holder | $1,821 | $8,288-78.0% | $6,102-70.2% | $11,599-84.3% |