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 | $26,533 | $50,554-47.5% | $67,681-60.8% | $87,485-69.7% |
| Participation rate | 50.0% | 67.7%-17.7pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 19.65% | 17.81%+1.8pp | 590.58%-570.9pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,133 | $1,988-43.0% | $2,678-57.7% | $2,596-56.3% |
| Participant deferral / active EE | $2,336 | $2,961-21.1% | $3,976-41.3% | $4,274-45.3% |
| Admin fee / account holder | $1,030 | $4,132-75.1% | $6,100-83.1% | $7,775-86.8% |