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 | $52,520 | $78,425-33.0% | $95,956-45.3% | $79,858-34.2% |
| Participation rate | 41.0% | 73.5%-32.5pp | 77.1%-36.1pp | 69.6%-28.6pp |
| Annual return | 20.24% | 19.37%+0.9pp | 91.63%-71.4pp | 31.72%-11.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,897 | $3,440-44.9% | $4,167-54.5% | $3,740-49.3% |
| Admin fee / account holder | $1,429 | $5,622-74.6% | $6,797-79.0% | $5,306-73.1% |