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 | $37,980 | $89,370-57.5% | $141,197-73.1% | $72,976-48.0% |
| Participation rate | 27.3% | 75.1%-47.9pp | 82.5%-55.2pp | 69.5%-42.2pp |
| Annual return | 20.07% | 111.88%-91.8pp | 71.41%-51.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,701 | $5,419-31.7% | $6,710-44.8% | $3,608+2.6% |
| Admin fee / account holder | $7,629 | $5,957+28.1% | $10,265-25.7% | $5,124+48.9% |