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 | $27,904 | $61,391-54.5% | $149,723-81.4% | $71,529-61.0% |
| Participation rate | 44.2% | 62.5%-18.3pp | 78.8%-34.6pp | 67.9%-23.8pp |
| Annual return | 15.13% | 35.88%-20.8pp | 134.50%-119.4pp | 28.97%-13.8pp |
| Employer contribution / active EE | $777 | $2,384-67.4% | $4,821-83.9% | $2,590-70.0% |
| Participant deferral / active EE | $1,893 | $2,921-35.2% | $5,682-66.7% | $4,291-55.9% |
| Admin fee / account holder | $3,430 | $1,264+171.3% | $13,215-74.0% | $1,588+115.9% |