Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,559 | $27,826-58.5% | $65,328-82.3% | $71,495-83.8% |
| Participation rate | 27.4% | 57.6%-30.3pp | 64.9%-37.6pp | 67.9%-40.6pp |
| Annual return | 17.36% | 41.56%-24.2pp | 47.39%-30.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,692-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,210 | $1,861-35.0% | $2,832-57.3% | $4,291-71.8% |
| Admin fee / account holder | $1,102 | $3,850-71.4% | $4,116-73.2% | $1,588-30.6% |