Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,603 | $95,406-69.0% | $185,849-84.1% | $85,847-65.5% |
| Participation rate | 16.1% | 68.8%-52.6pp | 81.7%-65.6pp | 69.3%-53.2pp |
| Annual return | 28.02% | 23.59%+4.4pp | 122.10%-94.1pp | 318.61%-290.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $975 | $3,424-71.5% | $5,569-82.5% | $3,952-75.3% |
| Admin fee / account holder | $1,903 | $7,214-73.6% | $16,244-88.3% | $6,261-69.6% |