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 | $14,150 | $45,050-68.6% | $63,018-77.5% | $70,126-79.8% |
| Participation rate | 53.7% | 69.5%-15.8pp | 74.8%-21.1pp | 69.5%-15.8pp |
| Annual return | 15.32% | 18.76%-3.4pp | 87.62%-72.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $826 | $2,052-59.7% | $2,761-70.1% | $2,343-64.7% |
| Participant deferral / active EE | $868 | $2,466-64.8% | $3,330-73.9% | $3,332-74.0% |
| Admin fee / account holder | $1,297 | $2,834-54.2% | $3,601-64.0% | $4,645-72.1% |