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 | $51,990 | $61,125-14.9% | $94,057-44.7% | $87,485-40.6% |
| Participation rate | 31.0% | 64.1%-33.0pp | 73.3%-42.3pp | 68.9%-37.9pp |
| Annual return | 16.77% | 35.20%-18.4pp | 480.62%-463.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,268 | $3,260-30.4% | $4,709-51.8% | $4,274-46.9% |
| Admin fee / account holder | $5,785 | $5,629+2.8% | $7,244-20.1% | $7,775-25.6% |