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 | $19,184 | $65,395-70.7% | $182,540-89.5% | $72,975-73.7% |
| Participation rate | 39.5% | 65.4%-26.0pp | 78.0%-38.5pp | 69.5%-30.0pp |
| Annual return | 25.70% | 27.68%-2.0pp | 148.58%-122.9pp | 81.01%-55.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,685 | $3,563-52.7% | $5,525-69.5% | $3,608-53.3% |
| Admin fee / account holder | $874 | $4,245-79.4% | $8,593-89.8% | $5,124-82.9% |