Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,784 | $51,222-84.8% | $70,544-89.0% | $75,173-89.6% |
| Participation rate | 31.4% | 61.0%-29.5pp | 68.4%-36.9pp | 67.2%-35.8pp |
| Annual return | 14.42% | 30.06%-15.6pp | 32.79%-18.4pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $997 | $2,850-65.0% | $4,568-78.2% | $4,126-75.8% |
| Admin fee / account holder | $1,550 | $4,096-62.1% | $6,427-75.9% | $5,651-72.6% |