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 | $35,550 | $77,638-54.2% | $156,552-77.3% | $62,881-43.5% |
| Participation rate | 16.0% | 71.2%-55.2pp | 84.0%-68.0pp | 69.3%-53.3pp |
| Annual return | 8.81% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,997 | $3,046-1.6% | $4,871-38.5% | $3,203-6.4% |
| Admin fee / account holder | $5,012 | $5,561-9.9% | $13,028-61.5% | $4,296+16.7% |