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 | $32,891 | $63,924-48.5% | $108,582-69.7% | $55,167-40.4% |
| Participation rate | 59.8% | 74.3%-14.5pp | 79.6%-19.8pp | 69.0%-9.2pp |
| Annual return | 11.61% | 15.31%-3.7pp | -51.70%+63.3pp | 169.23%-157.6pp |
| Employer contribution / active EE | $641 | $1,879-65.9% | $3,758-83.0% | $1,963-67.4% |
| Participant deferral / active EE | $1,847 | $3,067-39.8% | $4,311-57.1% | $3,054-39.5% |
| Admin fee / account holder | $567 | $618-8.3% | $7,645-92.6% | $504+12.4% |