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 | $37,469 | $223,823-83.3% | $211,142-82.3% | $154,746-75.8% |
| Participation rate | 55.0% | 87.9%-32.9pp | 87.3%-32.3pp | 80.7%-25.7pp |
| Annual return | 21.07% | 50.39%-29.3pp | 46.84%-25.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,408 | $9,750-54.8% | $9,284-52.5% | $6,730-34.5% |
| Admin fee / account holder | $485 | $19,707-97.5% | $19,076-97.5% | $14,365-96.6% |