Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,957 | $38,967-69.3% | $86,233-86.1% | $79,634-85.0% |
| Participation rate | 15.5% | 34.1%-18.6pp | 69.0%-53.5pp | 62.5%-47.0pp |
| Annual return | 13.99% | 49.90%-35.9pp | 61.39%-47.4pp | 36.46%-22.5pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $568 | $1,663-65.8% | $4,559-87.5% | $3,835-85.2% |
| Admin fee / account holder | $2,325 | $2,660-12.6% | $8,342-72.1% | $1,002+132.1% |