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 | $26,928 | $36,595-26.4% | $88,179-69.5% | $71,012-62.1% |
| Participation rate | 6.1% | 29.2%-23.1pp | 69.1%-63.0pp | 58.6%-52.5pp |
| Annual return | 17.20% | 61.46%-44.3pp | 64.97%-47.8pp | 37.67%-20.5pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $204 | $1,195-82.9% | $4,614-95.6% | $3,246-93.7% |
| Admin fee / account holder | $318 | $2,755-88.4% | $7,673-95.9% | $1,167-72.7% |