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 | $41,129 | $81,276-49.4% | $155,574-73.6% | $80,925-49.2% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 14.98% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,681 | $3,103-13.6% | $4,676-42.7% | $2,756-2.7% |
| Participant deferral / active EE | $6,832 | $3,453+97.9% | $5,629+21.4% | $4,299+58.9% |
| Admin fee / account holder | $1,459 | $7,993-81.7% | $15,914-90.8% | $6,940-79.0% |