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 | $23,673 | $58,655-59.6% | $91,994-74.3% | $65,185-63.7% |
| Participation rate | 36.0% | 75.3%-39.3pp | 78.6%-42.6pp | 70.2%-34.2pp |
| Annual return | 23.64% | 33.92%-10.3pp | 69.04%-45.4pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,727 | $5,474-13.7% | $5,924-20.2% | $3,514+34.5% |
| Admin fee / account holder | $3,975 | $434+815.5% | $7,744-48.7% | $847+369.2% |