Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,980 | $57,073-44.0% | $85,126-62.4% | $80,925-60.5% |
| Participation rate | 36.4% | 56.4%-20.0pp | 67.5%-31.2pp | 67.7%-31.3pp |
| Annual return | 29.42% | 21.69%+7.7pp | 66.63%-37.2pp | 35.65%-6.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,189 | $3,113+2.4% | $4,523-29.5% | $4,299-25.8% |
| Admin fee / account holder | $7,309 | $4,988+46.5% | $6,160+18.6% | $6,940+5.3% |