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 | $28,707 | $176,402-83.7% | $134,155-78.6% | $158,950-81.9% |
| Participation rate | 31.8% | 78.7%-46.9pp | 72.2%-40.4pp | 82.0%-50.1pp |
| Annual return | 13.07% | 63.66%-50.6pp | 36.34%-23.3pp | 302.91%-289.8pp |
| Employer contribution / active EE | $108 | $5,042-97.9% | $3,705-97.1% | $4,762-97.7% |
| Participant deferral / active EE | $594 | $4,093-85.5% | $3,500-83.0% | $5,983-90.1% |
| Admin fee / account holder | $357 | $8,719-95.9% | $6,685-94.7% | $11,248-96.8% |