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 | $51,859 | $98,776-47.5% | $149,745-65.4% | $79,856-35.1% |
| Participation rate | 48.9% | 75.8%-26.9pp | 82.5%-33.6pp | 69.6%-20.8pp |
| Annual return | 18.60% | 27.38%-8.8pp | 276.72%-258.1pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,999 | $5,681-29.6% | $6,843-41.6% | $3,741+6.9% |
| Admin fee / account holder | $7,306 | $6,053+20.7% | $9,312-21.5% | $5,306+37.7% |