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 | $28,350 | $99,652-71.6% | $78,778-64.0% | $147,586-80.8% |
| Participation rate | 30.4% | 76.2%-45.8pp | 69.2%-38.8pp | 82.8%-52.4pp |
| Annual return | 11.91% | 47.28%-35.4pp | 35.62%-23.7pp | 578.59%-566.7pp |
| Employer contribution / active EE | $507 | $2,796-81.9% | $1,986-74.5% | $4,876-89.6% |
| Participant deferral / active EE | $1,358 | $3,664-62.9% | $2,958-54.1% | $5,439-75.0% |
| Admin fee / account holder | $860 | $7,155-88.0% | $5,134-83.2% | $10,886-92.1% |