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 | $7,596 | $76,407-90.1% | $150,298-94.9% | $82,448-90.8% |
| Participation rate | 66.3% | 66.4%-0.1pp | 77.8%-11.5pp | 68.1%-1.8pp |
| Annual return | 14.61% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,486 | $3,214-53.8% | $5,453-72.7% | $4,139-64.1% |
| Admin fee / account holder | $681 | $6,352-89.3% | $14,116-95.2% | $7,234-90.6% |