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 | $23,777 | $63,346-62.5% | $92,240-74.2% | $70,126-66.1% |
| Participation rate | 47.1% | 68.7%-21.5pp | 76.5%-29.3pp | 69.5%-22.4pp |
| Annual return | 18.36% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,582 | $2,471-36.0% | $3,680-57.0% | $2,343-32.5% |
| Participant deferral / active EE | $3,388 | $2,854+18.7% | $3,897-13.1% | $3,332+1.7% |
| Admin fee / account holder | $1,295 | $3,841-66.3% | $5,194-75.1% | $4,645-72.1% |