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 | $22,822 | $93,589-75.6% | $135,942-83.2% | $75,181-69.6% |
| Participation rate | 37.5% | 75.2%-37.7pp | 81.9%-44.4pp | 67.2%-29.7pp |
| Annual return | 28.14% | 30.90%-2.8pp | 68.28%-40.1pp | 160.69%-132.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,042 | $6,405-52.5% | $7,759-60.8% | $4,126-26.3% |
| Admin fee / account holder | $5,147 | $6,977-26.2% | $10,764-52.2% | $5,650-8.9% |