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 | $15,991 | $27,924-42.7% | $58,544-72.7% | $75,181-78.7% |
| Participation rate | 37.3% | 38.8%-1.6pp | 50.9%-13.6pp | 67.2%-29.9pp |
| Annual return | 16.10% | 44.20%-28.1pp | 4249.56%-4233.5pp | 160.69%-144.6pp |
| Employer contribution / active EE | $670 | $669+0.1% | $1,053-36.4% | $2,671-74.9% |
| Participant deferral / active EE | $1,448 | $1,202+20.5% | $1,923-24.7% | $4,126-64.9% |
| Admin fee / account holder | $1,020 | $1,726-40.9% | $2,520-59.5% | $5,650-82.0% |