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 | $11,708 | $61,125-80.8% | $94,057-87.6% | $87,485-86.6% |
| Participation rate | 69.4% | 64.1%+5.4pp | 73.3%-3.9pp | 68.9%+0.5pp |
| Annual return | 15.14% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $468 | $2,136-78.1% | $2,933-84.0% | $2,596-82.0% |
| Participant deferral / active EE | $1,847 | $3,260-43.3% | $4,709-60.8% | $4,274-56.8% |
| Admin fee / account holder | $1,088 | $5,629-80.7% | $7,244-85.0% | $7,775-86.0% |