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 | $28,990 | $81,358-64.4% | $155,556-81.4% | $80,959-64.2% |
| Participation rate | 24.6% | 66.3%-41.6pp | 78.2%-53.6pp | 67.7%-43.1pp |
| Annual return | 16.63% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,465 | $3,455-28.7% | $5,631-56.2% | $4,300-42.7% |
| Admin fee / account holder | $4,050 | $7,994-49.3% | $15,885-74.5% | $6,925-41.5% |