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 | $19,877 | $84,236-76.4% | $170,435-88.3% | $70,126-71.7% |
| Participation rate | 31.6% | 70.8%-39.3pp | 83.6%-52.0pp | 69.5%-38.0pp |
| Annual return | 30.56% | 23.06%+7.5pp | 205.94%-175.4pp | 73.15%-42.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,595 | $3,086-48.3% | $4,939-67.7% | $3,332-52.1% |
| Admin fee / account holder | $14,071 | $5,698+146.9% | $13,881+1.4% | $4,645+202.9% |