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 | $10,675 | $36,948-71.1% | $73,658-85.5% | $87,485-87.8% |
| Participation rate | 16.7% | 46.8%-30.2pp | 57.0%-40.4pp | 68.9%-52.3pp |
| Annual return | 17.56% | 28.64%-11.1pp | 29.72%-12.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $566 | $1,379-58.9% | $2,062-72.5% | $4,274-86.7% |
| Admin fee / account holder | $1,553 | $2,531-38.6% | $3,357-53.7% | $7,775-80.0% |