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 | $25,213 | $73,107-65.5% | $114,563-78.0% | $87,485-71.2% |
| Participation rate | 52.0% | 65.8%-13.8pp | 72.9%-20.9pp | 68.9%-16.9pp |
| Annual return | 14.30% | 19.47%-5.2pp | 241.09%-226.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $687 | $1,881-63.5% | $2,592-73.5% | $2,596-73.6% |
| Participant deferral / active EE | $2,102 | $3,144-33.1% | $4,142-49.2% | $4,274-50.8% |
| Admin fee / account holder | $2,205 | $5,770-61.8% | $7,623-71.1% | $7,775-71.6% |