Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,566 | $49,976-46.8% | $66,674-60.2% | $82,637-67.9% |
| Participation rate | 12.8% | 63.1%-50.3pp | 73.7%-60.9pp | 68.1%-55.3pp |
| Annual return | 17.04% | 39.09%-22.1pp | 321.24%-304.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $592 | $2,847-79.2% | $4,084-85.5% | $4,126-85.7% |
| Admin fee / account holder | $594 | $4,594-87.1% | $5,098-88.4% | $7,339-91.9% |