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 | $26,326 | $50,082-47.4% | $93,515-71.8% | $79,856-67.0% |
| Participation rate | 51.4% | 60.9%-9.6pp | 66.8%-15.5pp | 69.6%-18.3pp |
| Annual return | 17.76% | 24.59%-6.8pp | 78.21%-60.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,071 | $2,212+38.8% | $3,129-1.9% | $3,741-17.9% |
| Admin fee / account holder | $1,494 | $3,454-56.7% | $5,235-71.5% | $5,306-71.8% |