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 | $31,291 | $63,703-50.9% | $93,063-66.4% | $82,448-62.0% |
| Participation rate | 28.1% | 63.8%-35.7pp | 72.1%-44.0pp | 68.1%-40.0pp |
| Annual return | 16.50% | -775.43%+791.9pp | 34.15%-17.7pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $806 | $2,919-72.4% | $3,958-79.6% | $4,139-80.5% |
| Admin fee / account holder | $842 | $5,982-85.9% | $6,033-86.0% | $7,234-88.4% |