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 | $24,473 | $84,236-70.9% | $170,435-85.6% | $70,126-65.1% |
| Participation rate | 48.1% | 70.8%-22.8pp | 83.6%-35.5pp | 69.5%-21.5pp |
| Annual return | 25.00% | 23.06%+1.9pp | 205.94%-180.9pp | 73.15%-48.1pp |
| Employer contribution / active EE | $501 | $3,387-85.2% | $5,432-90.8% | $2,343-78.6% |
| Participant deferral / active EE | $1,368 | $3,086-55.7% | $4,939-72.3% | $3,332-58.9% |
| Admin fee / account holder | $2,998 | $5,698-47.4% | $13,881-78.4% | $4,645-35.5% |