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 | $26,883 | $227,566-88.2% | $189,558-85.8% | $167,518-84.0% |
| Participation rate | 58.3% | 82.5%-24.2pp | 78.5%-20.1pp | 82.1%-23.8pp |
| Annual return | 11.75% | 78.43%-66.7pp | 64.19%-52.4pp | 478.71%-467.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,985 | $7,002-43.1% | $6,174-35.5% | $6,342-37.2% |
| Admin fee / account holder | $1,362 | $11,881-88.5% | $9,809-86.1% | $12,312-88.9% |