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 | $17,433 | $84,236-79.3% | $170,435-89.8% | $70,126-75.1% |
| Participation rate | 34.2% | 70.8%-36.6pp | 83.6%-49.4pp | 69.5%-35.3pp |
| Annual return | 23.51% | 23.06%+0.4pp | 205.94%-182.4pp | 73.15%-49.6pp |
| Employer contribution / active EE | $922 | $3,387-72.8% | $5,432-83.0% | $2,343-60.6% |
| Participant deferral / active EE | $1,494 | $3,086-51.6% | $4,939-69.8% | $3,332-55.2% |
| Admin fee / account holder | $444 | $5,698-92.2% | $13,881-96.8% | $4,645-90.4% |