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 | $25,743 | $61,755-58.3% | $97,161-73.5% | $80,911-68.2% |
| Participation rate | 56.5% | 63.5%-7.0pp | 72.7%-16.2pp | 67.6%-11.1pp |
| Annual return | 12.68% | -557.90%+570.6pp | 75.36%-62.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,049 | $3,026-32.3% | $4,265-52.0% | $4,297-52.3% |
| Admin fee / account holder | $1,172 | $5,166-77.3% | $5,647-79.2% | $6,935-83.1% |