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 | $17,639 | $91,179-80.7% | $178,499-90.1% | $79,852-77.9% |
| Participation rate | 61.4% | 69.2%-7.8pp | 81.9%-20.5pp | 69.6%-8.2pp |
| Annual return | 17.27% | 24.19%-6.9pp | 151.10%-133.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,320 | $3,256-59.5% | $5,011-73.7% | $2,471-46.6% |
| Participant deferral / active EE | $3,082 | $3,236-4.7% | $5,202-40.7% | $3,740-17.6% |
| Admin fee / account holder | $2,369 | $6,749-64.9% | $13,986-83.1% | $5,306-55.4% |