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 | $23,849 | $48,337-50.7% | $67,560-64.7% | $80,959-70.5% |
| Participation rate | 58.3% | 66.4%-8.1pp | 72.9%-14.6pp | 67.7%-9.3pp |
| Annual return | 11.34% | 18.26%-6.9pp | 3533.50%-3522.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,091 | $2,928-28.6% | $4,004-47.8% | $4,300-51.4% |
| Admin fee / account holder | $2,016 | $3,695-45.5% | $3,994-49.5% | $6,925-70.9% |