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 | $25,465 | $56,134-54.6% | $96,192-73.5% | $85,851-70.3% |
| Participation rate | 42.1% | 56.7%-14.6pp | 68.4%-26.3pp | 69.3%-27.2pp |
| Annual return | 14.58% | 42.30%-27.7pp | 192.09%-177.5pp | 318.63%-304.1pp |
| Employer contribution / active EE | $760 | $1,620-53.1% | $2,799-72.8% | $2,565-70.4% |
| Participant deferral / active EE | $1,028 | $2,858-64.0% | $4,351-76.4% | $3,952-74.0% |
| Admin fee / account holder | $352 | $3,769-90.6% | $5,539-93.6% | $6,261-94.4% |