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 | $21,632 | $43,496-50.3% | $161,489-86.6% | $64,340-66.4% |
| Participation rate | 49.7% | 53.5%-3.8pp | 78.7%-29.0pp | 55.2%-5.6pp |
| Annual return | 118.28% | 20.76%+97.5pp | 89.72%+28.6pp | 24.14%+94.1pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,537 | $1,996-23.0% | $5,630-72.7% | $2,980-48.4% |
| Admin fee / account holder | $1,517 | $2,330-34.9% | $16,006-90.5% | $3,703-59.0% |