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 | $43,871 | $93,617-53.1% | $135,982-67.7% | $75,177-41.6% |
| Participation rate | 53.7% | 75.2%-21.5pp | 81.9%-28.3pp | 67.2%-13.5pp |
| Annual return | 21.90% | 30.89%-9.0pp | 68.32%-46.4pp | 160.75%-138.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,098 | $6,406-20.4% | $7,760-34.3% | $4,126+23.5% |
| Admin fee / account holder | $1,958 | $6,980-71.9% | $10,767-81.8% | $5,651-65.4% |