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 | $27,922 | $99,652-72.0% | $78,778-64.6% | $147,586-81.1% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 16.16% | 47.28%-31.1pp | 35.62%-19.5pp | 578.59%-562.4pp |
| Employer contribution / active EE | $625 | $2,796-77.6% | $1,986-68.5% | $4,876-87.2% |
| Participant deferral / active EE | $1,075 | $3,664-70.7% | $2,958-63.7% | $5,439-80.2% |
| Admin fee / account holder | $1,272 | $7,155-82.2% | $5,134-75.2% | $10,886-88.3% |