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 | $32,355 | $39,036-17.1% | $80,784-59.9% | $85,851-62.3% |
| Participation rate | 34.9% | 41.6%-6.6pp | 54.2%-19.2pp | 69.3%-34.4pp |
| Annual return | 16.91% | 26.31%-9.4pp | 87.31%-70.4pp | 318.63%-301.7pp |
| Employer contribution / active EE | $504 | $722-30.2% | $1,160-56.6% | $2,565-80.4% |
| Participant deferral / active EE | $1,920 | $1,326+44.8% | $2,145-10.5% | $3,952-51.4% |
| Admin fee / account holder | $898 | $2,429-63.0% | $3,380-73.4% | $6,261-85.7% |