Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,402 | $106,749-51.8% | $145,433-64.7% | $82,448-37.7% |
| Participation rate | 49.2% | 75.6%-26.4pp | 82.1%-32.9pp | 68.1%-18.9pp |
| Annual return | 29.53% | 27.59%+1.9pp | 66.58%-37.0pp | 41.64%-12.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,517 | $6,519-15.4% | $7,897-30.1% | $4,139+33.3% |
| Admin fee / account holder | $779 | $8,390-90.7% | $13,129-94.1% | $7,234-89.2% |