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 | $28,600 | $93,598-69.4% | $135,974-79.0% | $75,173-62.0% |
| Participation rate | 30.8% | 75.2%-44.4pp | 81.9%-51.1pp | 67.2%-36.4pp |
| Annual return | 20.32% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,924 | $6,405-38.7% | $7,760-49.4% | $4,126-4.9% |
| Admin fee / account holder | $7,249 | $6,978+3.9% | $10,767-32.7% | $5,651+28.3% |