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 | $40,333 | $84,236-52.1% | $170,435-76.3% | $70,126-42.5% |
| Participation rate | 48.8% | 70.8%-22.1pp | 83.6%-34.8pp | 69.5%-20.8pp |
| Annual return | 13.95% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,235 | $3,086-27.6% | $4,939-54.8% | $3,332-32.9% |
| Admin fee / account holder | $2,615 | $5,698-54.1% | $13,881-81.2% | $4,645-43.7% |