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 | $19,118 | $50,637-62.2% | $86,581-77.9% | $62,293-69.3% |
| Participation rate | 47.1% | 67.9%-20.8pp | 73.5%-26.4pp | 69.5%-22.4pp |
| Annual return | 18.78% | 20.80%-2.0pp | 965.06%-946.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,840-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,605 | $2,611-0.2% | $3,609-27.8% | $3,169-17.8% |
| Admin fee / account holder | $2,224 | $413+438.1% | $4,904-54.7% | $479+363.9% |