Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,348 | $53,127-69.2% | $86,597-81.1% | $70,131-76.7% |
| Participation rate | 32.4% | 65.3%-32.9pp | 73.5%-41.1pp | 69.5%-37.1pp |
| Annual return | 20.70% | 27.66%-7.0pp | 964.96%-944.3pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $994 | $2,696-63.1% | $3,609-72.5% | $3,332-70.2% |
| Admin fee / account holder | $592 | $3,585-83.5% | $4,906-87.9% | $4,645-87.3% |