Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,640 | $100,147-69.4% | $81,286-62.3% | $145,877-79.0% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.5%-27.9pp | 80.3%-38.6pp |
| Annual return | 13.16% | 34.44%-21.3pp | 24.80%-11.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,041 | $4,607+31.1% | $3,883+55.6% | $6,691-9.7% |
| Admin fee / account holder | $7,956 | $8,201-3.0% | $5,764+38.0% | $13,402-40.6% |