Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,130 | $73,978-72.8% | $96,515-79.1% | $75,173-73.2% |
| Participation rate | 19.4% | 66.4%-47.1pp | 74.3%-55.0pp | 67.2%-47.8pp |
| Annual return | 35.18% | 26.72%+8.5pp | 35.73%-0.5pp | 160.72%-125.5pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,463 | $3,660-32.7% | $4,880-49.5% | $4,126-40.3% |
| Admin fee / account holder | $1,327 | $5,219-74.6% | $6,735-80.3% | $5,651-76.5% |