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 | $27,041 | $98,776-72.6% | $149,745-81.9% | $79,856-66.1% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 22.81% | 27.38%-4.6pp | 276.72%-253.9pp | 31.71%-8.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,068 | $5,681-28.4% | $6,843-40.6% | $3,741+8.8% |
| Admin fee / account holder | $2,747 | $6,053-54.6% | $9,312-70.5% | $5,306-48.2% |