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 | $24,751 | $53,063-53.4% | $124,206-80.1% | $82,637-70.0% |
| Participation rate | 52.6% | 58.4%-5.8pp | 69.6%-16.9pp | 68.1%-15.4pp |
| Annual return | 15.29% | 68.87%-53.6pp | 515.27%-500.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,007 | $1,530-34.2% | $3,540-71.5% | $2,552-60.5% |
| Participant deferral / active EE | $1,476 | $2,644-44.2% | $3,968-62.8% | $4,126-64.2% |
| Admin fee / account holder | $860 | $4,281-79.9% | $5,929-85.5% | $7,339-88.3% |