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 | $50,826 | $282,059-82.0% | $213,469-76.2% | $154,746-67.2% |
| Participation rate | 35.3% | 82.7%-47.4pp | 77.1%-41.8pp | 80.7%-45.4pp |
| Annual return | 12.69% | 20.90%-8.2pp | 20.58%-7.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,671 | $8,186-67.4% | $6,841-60.9% | $6,730-60.3% |
| Admin fee / account holder | $4,727 | $37,435-87.4% | $27,141-82.6% | $14,365-67.1% |