Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,920 | $45,050-58.0% | $63,018-70.0% | $70,126-73.0% |
| Participation rate | 34.6% | 69.5%-34.9pp | 74.8%-40.2pp | 69.5%-34.9pp |
| Annual return | 20.67% | 18.76%+1.9pp | 87.62%-67.0pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,935 | $2,466-21.5% | $3,330-41.9% | $3,332-41.9% |
| Admin fee / account holder | $519 | $2,834-81.7% | $3,601-85.6% | $4,645-88.8% |