Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,236 | $55,902-83.5% | $76,030-87.9% | $80,959-88.6% |
| Participation rate | 63.0% | 62.1%+0.9pp | 69.1%-6.1pp | 67.7%-4.7pp |
| Annual return | 14.11% | 20.59%-6.5pp | 361.54%-347.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,096 | $3,051+1.5% | $4,257-27.3% | $4,300-28.0% |
| Admin fee / account holder | $339 | $5,239-93.5% | $6,421-94.7% | $6,925-95.1% |