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 | $26,125 | $90,486-71.1% | $78,676-66.8% | $273,972-90.5% |
| Participation rate | 56.5% | 76.5%-20.0pp | 73.6%-17.0pp | 83.0%-26.5pp |
| Annual return | 3.16% | 75.62%-72.5pp | 62.19%-59.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $590 | $3,175-81.4% | $2,850-79.3% | $4,869-87.9% |
| Participant deferral / active EE | $633 | $3,901-83.8% | $3,517-82.0% | $5,287-88.0% |
| Admin fee / account holder | $5,798 | $5,263+10.2% | $4,510+28.6% | $10,133-42.8% |