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 | $29,453 | $73,102-59.7% | $123,553-76.2% | $56,289-47.7% |
| Participation rate | 59.7% | 74.3%-14.6pp | 82.3%-22.6pp | 69.9%-10.2pp |
| Annual return | 15.93% | 3.01%+12.9pp | 119.21%-103.3pp | -9.96%+25.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,029 | $5,423+29.6% | $6,426+9.4% | $3,350+109.8% |
| Admin fee / account holder | $2,779 | $554+401.9% | $9,284-70.1% | $521+433.5% |