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 | $52,070 | $50,554+3.0% | $67,681-23.1% | $87,485-40.5% |
| Participation rate | 18.8% | 67.7%-49.0pp | 73.7%-55.0pp | 68.9%-50.2pp |
| Annual return | 11.89% | 17.81%-5.9pp | 590.58%-578.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,421 | $2,961-52.0% | $3,976-64.3% | $4,274-66.8% |
| Admin fee / account holder | $907 | $4,132-78.1% | $6,100-85.1% | $7,775-88.3% |