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 | $26,037 | $77,908-66.6% | $149,696-82.6% | $75,173-65.4% |
| Participation rate | 36.0% | 65.6%-29.5pp | 78.8%-42.7pp | 67.2%-31.2pp |
| Annual return | 16.84% | 31.73%-14.9pp | 134.46%-117.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $485 | $3,138-84.5% | $4,821-89.9% | $2,671-81.8% |
| Participant deferral / active EE | $1,399 | $3,411-59.0% | $5,682-75.4% | $4,126-66.1% |
| Admin fee / account holder | $2,213 | $5,950-62.8% | $13,212-83.3% | $5,651-60.8% |