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 | $21,106 | $91,179-76.9% | $178,499-88.2% | $79,852-73.6% |
| Participation rate | 58.8% | 69.2%-10.4pp | 81.9%-23.1pp | 69.6%-10.8pp |
| Annual return | 13.22% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $753 | $3,256-76.9% | $5,011-85.0% | $2,471-69.5% |
| Participant deferral / active EE | $1,072 | $3,236-66.9% | $5,202-79.4% | $3,740-71.3% |
| Admin fee / account holder | $2,307 | $6,749-65.8% | $13,986-83.5% | $5,306-56.5% |