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 | $49,985 | $58,726-14.9% | $92,240-45.8% | $62,293-19.8% |
| Participation rate | 37.9% | 68.3%-30.4pp | 76.5%-38.6pp | 69.5%-31.6pp |
| Annual return | 17.26% | 43.62%-26.4pp | 176.29%-159.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,404 | $2,766-49.2% | $3,897-64.0% | $3,169-55.7% |
| Admin fee / account holder | $3,102 | $556+457.5% | $5,194-40.3% | $479+547.2% |