Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,895 | $76,407-53.0% | $150,298-76.1% | $82,448-56.5% |
| Participation rate | 30.6% | 66.4%-35.8pp | 77.8%-47.2pp | 68.1%-37.5pp |
| Annual return | 23.39% | 39.99%-16.6pp | 62.79%-39.4pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,697 | $3,214-16.1% | $5,453-50.5% | $4,139-34.8% |
| Admin fee / account holder | $515 | $6,352-91.9% | $14,116-96.4% | $7,234-92.9% |