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 | $11,046 | $32,037-65.5% | $69,182-84.0% | $62,881-82.4% |
| Participation rate | 27.5% | 43.4%-15.9pp | 55.1%-27.6pp | 69.3%-41.8pp |
| Annual return | 164.89% | 15.16%+149.7pp | -21.93%+186.8pp | 20.14%+144.8pp |
| Employer contribution / active EE | $627 | $679-7.7% | $1,206-48.0% | $2,281-72.5% |
| Participant deferral / active EE | $1,445 | $1,185+21.9% | $1,897-23.8% | $3,203-54.9% |
| Admin fee / account holder | $1,630 | $2,608-37.5% | $2,697-39.6% | $4,296-62.1% |