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 | $27,094 | $61,315-55.8% | $90,259-70.0% | $64,728-58.1% |
| Participation rate | 16.1% | 51.1%-35.1pp | 70.7%-54.7pp | 57.9%-41.8pp |
| Annual return | 14.24% | 19.46%-5.2pp | 18.88%-4.6pp | 49.38%-35.1pp |
| Employer contribution / active EE | $207 | $1,602-87.1% | $2,291-91.0% | $2,243-90.8% |
| Participant deferral / active EE | $859 | $2,408-64.3% | $3,827-77.6% | $2,729-68.5% |
| Admin fee / account holder | $3,095 | $1,726+79.3% | $7,267-57.4% | $1,145+170.3% |