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 | $19,078 | $45,050-57.7% | $63,018-69.7% | $70,126-72.8% |
| Participation rate | 32.0% | 69.5%-37.5pp | 74.8%-42.8pp | 69.5%-37.5pp |
| Annual return | 35.05% | 18.76%+16.3pp | 87.62%-52.6pp | 73.15%-38.1pp |
| Employer contribution / active EE | $451 | $2,052-78.0% | $2,761-83.7% | $2,343-80.8% |
| Participant deferral / active EE | $1,034 | $2,466-58.1% | $3,330-69.0% | $3,332-69.0% |
| Admin fee / account holder | $3,759 | $2,834+32.6% | $3,601+4.4% | $4,645-19.1% |