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 | $13,046 | $53,063-75.4% | $124,206-89.5% | $82,637-84.2% |
| Participation rate | 56.8% | 58.4%-1.6pp | 69.6%-12.8pp | 68.1%-11.3pp |
| Annual return | 17.77% | 68.87%-51.1pp | 515.27%-497.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $942 | $1,530-38.4% | $3,540-73.4% | $2,552-63.1% |
| Participant deferral / active EE | $1,326 | $2,644-49.9% | $3,968-66.6% | $4,126-67.9% |
| Admin fee / account holder | $2,903 | $4,281-32.2% | $5,929-51.0% | $7,339-60.4% |