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 | $37,315 | $83,485-55.3% | $125,192-70.2% | $72,975-48.9% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-24.9pp | 69.5%-14.7pp |
| Annual return | 25.13% | 25.77%-0.6pp | 43.79%-18.7pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,781 | $3,586-22.5% | $4,937-43.7% | $3,608-22.9% |
| Admin fee / account holder | $777 | $5,518-85.9% | $9,704-92.0% | $5,124-84.8% |