Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,377 | $49,976-89.2% | $66,674-91.9% | $82,637-93.5% |
| Participation rate | 67.4% | 63.1%+4.3pp | 73.7%-6.2pp | 68.1%-0.6pp |
| Annual return | 26.82% | 39.09%-12.3pp | 321.24%-294.4pp | 53.51%-26.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,870 | $2,847-34.3% | $4,084-54.2% | $4,126-54.7% |
| Admin fee / account holder | $418 | $4,594-90.9% | $5,098-91.8% | $7,339-94.3% |