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 | $21,685 | $41,150-47.3% | $80,627-73.1% | $71,511-69.7% |
| Participation rate | 22.9% | 50.3%-27.4pp | 67.0%-44.1pp | 67.9%-45.1pp |
| Annual return | 17.86% | 38.48%-20.6pp | 936.76%-918.9pp | 28.86%-11.0pp |
| Employer contribution / active EE | $304 | $1,515-79.9% | $2,723-88.8% | $2,589-88.3% |
| Participant deferral / active EE | $901 | $2,701-66.6% | $4,443-79.7% | $4,291-79.0% |
| Admin fee / account holder | $1,961 | $1,841+6.5% | $5,381-63.6% | $1,588+23.5% |