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 | $21,290 | $106,247-80.0% | $96,515-77.9% | $139,466-84.7% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 42.89% | 38.47%+4.4pp | 35.73%+7.2pp | 373.66%-330.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,739 | $5,456-49.8% | $4,880-43.9% | $6,712-59.2% |
| Admin fee / account holder | $1,033 | $7,885-86.9% | $6,735-84.7% | $11,409-90.9% |