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 | $9,950 | $51,606-80.7% | $129,339-92.3% | $80,911-87.7% |
| Participation rate | 54.3% | 57.0%-2.6pp | 69.6%-15.3pp | 67.6%-13.3pp |
| Annual return | 13.86% | 20.76%-6.9pp | 9437.05%-9423.2pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,992 | $2,669+49.6% | $4,170-4.3% | $4,297-7.1% |
| Admin fee / account holder | $2,187 | $4,310-49.2% | $7,668-71.5% | $6,935-68.5% |