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 | $23,315 | $45,438-48.7% | $80,004-70.9% | $59,633-60.9% |
| Participation rate | 36.2% | 63.7%-27.6pp | 73.0%-36.8pp | 68.7%-32.5pp |
| Annual return | 9.45% | 5.10%+4.4pp | 7.63%+1.8pp | 2041.45%-2032.0pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,097 | $2,231-6.0% | $3,204-34.6% | $3,192-34.3% |
| Admin fee / account holder | $2,570 | $3,464-25.8% | $5,033-48.9% | $4,297-40.2% |