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 | $27,328 | $65,395-58.2% | $182,540-85.0% | $72,975-62.6% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 69.5%-12.3pp |
| Annual return | 22.19% | 27.68%-5.5pp | 148.58%-126.4pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,453 | $3,563-59.2% | $5,525-73.7% | $3,608-59.7% |
| Admin fee / account holder | $1,367 | $4,245-67.8% | $8,593-84.1% | $5,124-73.3% |