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 | $21,604 | $53,128-59.3% | $86,582-75.0% | $70,126-69.2% |
| Participation rate | 45.3% | 65.3%-20.0pp | 73.5%-28.2pp | 69.5%-24.2pp |
| Annual return | 18.63% | 27.66%-9.0pp | 965.08%-946.5pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,204 | $2,695-55.3% | $3,609-66.6% | $3,332-63.9% |
| Admin fee / account holder | $1,037 | $3,584-71.1% | $4,904-78.8% | $4,645-77.7% |