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 | $27,330 | $58,828-53.5% | $78,002-65.0% | $62,881-56.5% |
| Participation rate | 59.6% | 71.1%-11.4pp | 75.5%-15.9pp | 69.3%-9.7pp |
| Annual return | 9.46% | 17.16%-7.7pp | 425.99%-416.5pp | 20.14%-10.7pp |
| Employer contribution / active EE | $294 | $1,672-82.4% | $2,470-88.1% | $2,281-87.1% |
| Participant deferral / active EE | $1,583 | $2,686-41.1% | $3,497-54.7% | $3,203-50.6% |
| Admin fee / account holder | $939 | $4,393-78.6% | $5,481-82.9% | $4,296-78.1% |