Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,948 | $99,875-58.0% | $146,866-71.4% | $86,983-51.8% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.5%-20.2pp | 69.5%-7.2pp |
| Annual return | 18.21% | 28.10%-9.9pp | 102.85%-84.6pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,127 | $6,322-18.9% | $7,759-33.9% | $4,194+22.3% |
| Admin fee / account holder | $2,908 | $7,838-62.9% | $13,620-78.7% | $7,856-63.0% |