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 | $23,501 | $48,364-51.4% | $71,796-67.3% | $62,881-62.6% |
| Participation rate | 40.0% | 60.6%-20.6pp | 69.1%-29.1pp | 69.3%-29.3pp |
| Annual return | 5.64% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $632 | $1,042-39.4% | $1,924-67.2% | $2,281-72.3% |
| Participant deferral / active EE | $1,439 | $2,091-31.2% | $2,794-48.5% | $3,203-55.1% |
| Admin fee / account holder | $2,296 | $3,771-39.1% | $4,815-52.3% | $4,296-46.5% |