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 | $14,440 | $53,837-73.2% | $75,714-80.9% | $85,847-83.2% |
| Participation rate | 63.9% | 69.1%-5.1pp | 74.8%-10.9pp | 69.3%-5.4pp |
| Annual return | 15.65% | 24.54%-8.9pp | 104.62%-89.0pp | 318.61%-303.0pp |
| Employer contribution / active EE | $856 | $2,017-57.6% | $2,744-68.8% | $2,565-66.6% |
| Participant deferral / active EE | $1,158 | $2,895-60.0% | $3,820-69.7% | $3,952-70.7% |
| Admin fee / account holder | $613 | $3,339-81.6% | $3,619-83.1% | $6,261-90.2% |