Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,300 | $101,618-75.1% | $93,063-72.8% | $137,256-81.6% |
| Participation rate | 26.3% | 74.9%-48.6pp | 72.1%-45.8pp | 80.0%-53.6pp |
| Annual return | 29.02% | 223.95%-194.9pp | 34.15%-5.1pp | 220.34%-191.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,507 | $4,279-64.8% | $3,958-61.9% | $6,407-76.5% |
| Admin fee / account holder | $2,445 | $6,198-60.5% | $6,033-59.5% | $12,270-80.1% |