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 | $25,419 | $67,595-62.4% | $186,193-86.3% | $64,340-60.5% |
| Participation rate | 23.4% | 51.9%-28.6pp | 77.1%-53.7pp | 55.2%-31.9pp |
| Annual return | 16.36% | 17.46%-1.1pp | 78.03%-61.7pp | 24.14%-7.8pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $3,918-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,274 | $3,023-57.9% | $6,513-80.4% | $2,980-57.3% |
| Admin fee / account holder | $631 | $5,311-88.1% | $11,058-94.3% | $3,703-83.0% |