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 | $35,381 | $45,043-21.4% | $85,063-58.4% | $74,400-52.4% |
| Participation rate | 36.5% | 49.4%-12.8pp | 67.5%-31.0pp | 67.2%-30.7pp |
| Annual return | 13.57% | 26.26%-12.7pp | 66.54%-53.0pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,197 | $2,733-19.6% | $4,523-51.4% | $4,348-49.5% |
| Admin fee / account holder | $2,823 | $2,210+27.7% | $6,155-54.1% | $1,944+45.2% |