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 | $24,831 | $113,338-78.1% | $94,993-73.9% | $147,586-83.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 6.50% | 20.80%-14.3pp | 27.14%-20.6pp | 578.59%-572.1pp |
| Employer contribution / active EE | $1,503 | $3,160-52.4% | $2,603-42.3% | $4,876-69.2% |
| Participant deferral / active EE | $1,597 | $3,777-57.7% | $3,317-51.9% | $5,439-70.6% |
| Admin fee / account holder | $643 | $6,063-89.4% | $4,960-87.0% | $10,886-94.1% |