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 | $32,667 | $63,703-48.7% | $93,063-64.9% | $82,448-60.4% |
| Participation rate | 50.5% | 63.8%-13.3pp | 72.1%-21.6pp | 68.1%-17.6pp |
| Annual return | 14.24% | -775.43%+789.7pp | 34.15%-19.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $896 | $1,729-48.2% | $2,476-63.8% | $2,551-64.9% |
| Participant deferral / active EE | $1,753 | $2,919-40.0% | $3,958-55.7% | $4,139-57.7% |
| Admin fee / account holder | $3,586 | $5,982-40.1% | $6,033-40.6% | $7,234-50.4% |