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 | $29,686 | $51,642-42.5% | $129,384-77.1% | $80,935-63.3% |
| Participation rate | 30.6% | 56.9%-26.3pp | 69.6%-39.0pp | 67.7%-37.0pp |
| Annual return | 13.07% | 20.78%-7.7pp | 9461.77%-9448.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $494 | $1,583-68.8% | $4,153-88.1% | $2,757-82.1% |
| Participant deferral / active EE | $990 | $2,670-62.9% | $4,166-76.2% | $4,299-77.0% |
| Admin fee / account holder | $2,832 | $4,312-34.3% | $7,686-63.2% | $6,924-59.1% |