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 | $17,226 | $82,288-79.1% | $68,794-75.0% | $134,509-87.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 14.06% | -2.19%+16.2pp | -6.37%+20.4pp | 418.13%-404.1pp |
| Employer contribution / active EE | $493 | $3,301-85.1% | $2,656-81.4% | $4,741-89.6% |
| Participant deferral / active EE | $1,838 | $4,738-61.2% | $3,941-53.4% | $6,400-71.3% |
| Admin fee / account holder | $7,993 | $6,482+23.3% | $4,934+62.0% | $11,427-30.1% |