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 | $45,587 | $69,118-34.0% | $53,647-15.0% | $138,895-67.2% |
| Participation rate | 41.7% | 64.0%-22.3pp | 56.3%-14.6pp | 79.9%-38.3pp |
| Annual return | 11.43% | 248.26%-236.8pp | 358.33%-346.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,303 | $2,274-42.7% | $1,813-28.1% | $6,396-79.6% |
| Admin fee / account holder | $889 | $2,724-67.4% | $2,460-63.9% | $12,562-92.9% |