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 | $56,360 | $96,524-41.6% | $75,900-25.7% | $152,909-63.1% |
| Participation rate | 35.3% | 76.2%-40.9pp | 69.3%-34.0pp | 82.5%-47.2pp |
| Annual return | 21.53% | 33.93%-12.4pp | 30.73%-9.2pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,169 | $4,554-52.4% | $3,604-39.8% | $5,851-62.9% |
| Admin fee / account holder | $501 | $8,082-93.8% | $5,421-90.8% | $11,601-95.7% |