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 | $41,459 | $123,793-66.5% | $177,827-76.7% | $79,858-48.1% |
| Participation rate | 40.0% | 84.7%-44.7pp | 87.7%-47.7pp | 69.6%-29.6pp |
| Annual return | 16.22% | 22.82%-6.6pp | 48.32%-32.1pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,662 | $5,956-4.9% | $7,713-26.6% | $3,740+51.4% |
| Admin fee / account holder | $4,545 | $7,243-37.2% | $12,429-63.4% | $5,306-14.3% |