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 | $28,452 | $49,976-43.1% | $66,674-57.3% | $82,637-65.6% |
| Participation rate | 62.2% | 63.1%-0.9pp | 73.7%-11.5pp | 68.1%-5.9pp |
| Annual return | 14.40% | 39.09%-24.7pp | 321.24%-306.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,117 | $2,847-60.8% | $4,084-72.6% | $4,126-72.9% |
| Admin fee / account holder | $554 | $4,594-87.9% | $5,098-89.1% | $7,339-92.4% |