Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,175 | $56,047-49.7% | $98,716-71.5% | $79,634-64.6% |
| Participation rate | 9.2% | 54.6%-45.5pp | 69.3%-60.1pp | 62.5%-53.3pp |
| Annual return | 19.01% | 17.58%+1.4pp | 31.81%-12.8pp | 36.46%-17.5pp |
| Employer contribution / active EE | $0 | $1,237-100.0% | $2,279-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $829 | $2,469-66.4% | $4,048-79.5% | $3,835-78.4% |
| Admin fee / account holder | $3,323 | $1,512+119.8% | $8,703-61.8% | $1,002+231.7% |