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 | $42,026 | $45,119-6.9% | $85,126-50.6% | $74,429-43.5% |
| Participation rate | 17.4% | 49.4%-32.0pp | 67.5%-50.1pp | 67.2%-49.8pp |
| Annual return | 16.80% | 26.28%-9.5pp | 66.63%-49.8pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $411 | $1,460-71.9% | $2,731-85.0% | $2,625-84.3% |
| Participant deferral / active EE | $881 | $2,738-67.8% | $4,523-80.5% | $4,348-79.7% |
| Admin fee / account holder | $1,956 | $2,214-11.7% | $6,160-68.3% | $1,944+0.6% |