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 | $21,518 | $39,162-45.1% | $100,671-78.6% | $59,633-63.9% |
| Participation rate | 54.0% | 55.9%-1.9pp | 70.7%-16.7pp | 68.7%-14.7pp |
| Annual return | -1.44% | 21.07%-22.5pp | 20.43%-21.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $615 | $1,151-46.6% | $4,012-84.7% | $2,203-72.1% |
| Participant deferral / active EE | $2,025 | $1,992+1.7% | $3,144-35.6% | $3,192-36.5% |
| Admin fee / account holder | $716 | $2,969-75.9% | $4,850-85.2% | $4,297-83.3% |