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 | $46,218 | $48,277-4.3% | $67,511-31.5% | $80,874-42.9% |
| Participation rate | 19.4% | 66.4%-46.9pp | 72.9%-53.4pp | 67.6%-48.2pp |
| Annual return | 14.54% | 18.27%-3.7pp | 3517.41%-3502.9pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,040 | $2,926-64.4% | $4,000-74.0% | $4,297-75.8% |
| Admin fee / account holder | $2,710 | $3,687-26.5% | $3,999-32.2% | $6,935-60.9% |