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 | $31,212 | $30,437+2.5% | $56,033-44.3% | $74,459-58.1% |
| Participation rate | 28.2% | 32.9%-4.6pp | 52.5%-24.2pp | 67.2%-39.0pp |
| Annual return | 11.40% | 24.96%-13.6pp | 1711.38%-1700.0pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $634 | $610+4.0% | $1,041-39.1% | $2,626-75.8% |
| Participant deferral / active EE | $965 | $1,176-17.9% | $1,954-50.6% | $4,350-77.8% |
| Admin fee / account holder | $3,556 | $2,363+50.5% | $2,827+25.8% | $1,945+82.8% |