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 | $18,717 | $84,236-77.8% | $170,435-89.0% | $70,126-73.3% |
| Participation rate | 29.0% | 70.8%-41.8pp | 83.6%-54.6pp | 69.5%-40.6pp |
| Annual return | 14.54% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,346 | $3,086-56.4% | $4,939-72.8% | $3,332-59.6% |
| Admin fee / account holder | $854 | $5,698-85.0% | $13,881-93.8% | $4,645-81.6% |