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 | $36,563 | $41,150-11.1% | $80,627-54.7% | $71,511-48.9% |
| Participation rate | 17.3% | 50.3%-33.0pp | 67.0%-49.7pp | 67.9%-50.6pp |
| Annual return | 19.94% | 38.48%-18.5pp | 936.76%-916.8pp | 28.86%-8.9pp |
| Employer contribution / active EE | $400 | $1,515-73.6% | $2,723-85.3% | $2,589-84.6% |
| Participant deferral / active EE | $1,094 | $2,701-59.5% | $4,443-75.4% | $4,291-74.5% |
| Admin fee / account holder | $1,523 | $1,841-17.3% | $5,381-71.7% | $1,588-4.1% |