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 | $16,471 | $61,338-73.1% | $149,717-89.0% | $71,495-77.0% |
| Participation rate | 69.0% | 62.5%+6.5pp | 78.8%-9.8pp | 67.9%+1.1pp |
| Annual return | 14.95% | 35.86%-20.9pp | 134.41%-119.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,035 | $2,919-30.3% | $5,682-64.2% | $4,291-52.6% |
| Admin fee / account holder | $391 | $1,263-69.0% | $13,213-97.0% | $1,588-75.4% |