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 | $20,724 | $45,566-54.5% | $64,105-67.7% | $59,633-65.2% |
| Participation rate | 64.5% | 60.2%+4.3pp | 68.2%-3.7pp | 68.7%-4.2pp |
| Annual return | 0.60% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $639 | $934-31.6% | $1,820-64.9% | $2,203-71.0% |
| Participant deferral / active EE | $1,167 | $2,057-43.3% | $2,822-58.6% | $3,192-63.4% |
| Admin fee / account holder | $1,215 | $3,268-62.8% | $4,499-73.0% | $4,297-71.7% |