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 | $14,918 | $48,314-69.1% | $67,561-77.9% | $80,925-81.6% |
| Participation rate | 46.3% | 66.4%-20.1pp | 72.9%-26.6pp | 67.7%-21.4pp |
| Annual return | 12.94% | 18.28%-5.3pp | 3525.44%-3512.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $572 | $2,022-71.7% | $2,735-79.1% | $2,756-79.2% |
| Participant deferral / active EE | $2,023 | $2,927-30.9% | $4,003-49.5% | $4,299-52.9% |
| Admin fee / account holder | $742 | $3,690-79.9% | $4,006-81.5% | $6,940-89.3% |