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 | $31,091 | $58,312-46.7% | $86,656-64.1% | $71,529-56.5% |
| Participation rate | 36.3% | 65.0%-28.7pp | 71.7%-35.4pp | 67.9%-31.7pp |
| Annual return | 22.07% | 24.08%-2.0pp | 593.09%-571.0pp | 28.97%-6.9pp |
| Employer contribution / active EE | $654 | $2,576-74.6% | $3,025-78.4% | $2,590-74.7% |
| Participant deferral / active EE | $1,590 | $3,439-53.8% | $4,439-64.2% | $4,291-63.0% |
| Admin fee / account holder | $5,959 | $1,057+463.7% | $5,619+6.1% | $1,588+275.1% |