Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,303 | $112,729-82.9% | $98,716-80.4% | $137,256-85.9% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.3%-8.4pp | 80.0%-19.1pp |
| Annual return | 22.01% | 38.48%-16.5pp | 31.81%-9.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,034 | $4,640-13.1% | $4,048-0.3% | $6,407-37.0% |
| Admin fee / account holder | $462 | $10,129-95.4% | $8,703-94.7% | $12,270-96.2% |