Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,200 | $59,440-77.8% | $78,004-83.1% | $82,637-84.0% |
| Participation rate | 64.3% | 62.8%+1.5pp | 69.4%-5.2pp | 68.1%-3.8pp |
| Annual return | 17.83% | 40.24%-22.4pp | 31.07%-13.2pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,752 | $3,138-12.3% | $4,092-32.8% | $4,126-33.3% |
| Admin fee / account holder | $1,394 | $5,504-74.7% | $7,578-81.6% | $7,339-81.0% |