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 | $32,626 | $61,125-46.6% | $94,057-65.3% | $87,485-62.7% |
| Participation rate | 46.5% | 64.1%-17.6pp | 73.3%-26.8pp | 68.9%-22.4pp |
| Annual return | 20.53% | 35.20%-14.7pp | 480.62%-460.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,768 | $3,260-15.1% | $4,709-41.2% | $4,274-35.2% |
| Admin fee / account holder | $3,185 | $5,629-43.4% | $7,244-56.0% | $7,775-59.0% |