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 | $42,646 | $29,733+43.4% | $56,025-23.9% | $80,959-47.3% |
| Participation rate | 29.4% | 41.7%-12.3pp | 52.5%-23.1pp | 67.7%-38.3pp |
| Annual return | 13.60% | 35.28%-21.7pp | 1712.69%-1699.1pp | 35.67%-22.1pp |
| Employer contribution / active EE | $162 | $672-75.9% | $1,042-84.4% | $2,757-94.1% |
| Participant deferral / active EE | $874 | $1,229-28.9% | $1,955-55.3% | $4,300-79.7% |
| Admin fee / account holder | $1,185 | $2,434-51.3% | $2,828-58.1% | $6,925-82.9% |