Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,471 | $51,638-70.0% | $68,368-77.4% | $82,448-81.2% |
| Participation rate | 40.7% | 63.6%-22.9pp | 73.8%-33.0pp | 68.1%-27.3pp |
| Annual return | 19.31% | 37.53%-18.2pp | 292.57%-273.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,086 | $2,914+5.9% | $4,123-25.1% | $4,139-25.4% |
| Admin fee / account holder | $2,380 | $4,643-48.7% | $5,150-53.8% | $7,234-67.1% |