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 | $17,775 | $78,690-77.4% | $161,489-89.0% | $87,485-79.7% |
| Participation rate | 30.8% | 67.5%-36.7pp | 78.7%-47.9pp | 68.9%-38.2pp |
| Annual return | 16.81% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,482 | $3,311-55.2% | $5,630-73.7% | $4,274-65.3% |
| Admin fee / account holder | $2,993 | $6,724-55.5% | $16,006-81.3% | $7,775-61.5% |