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 | $51,159 | $63,861-19.9% | $104,625-51.1% | $79,852-35.9% |
| Participation rate | 61.7% | 64.9%-3.2pp | 74.1%-12.4pp | 69.6%-7.9pp |
| Annual return | 21.37% | 21.30%+0.1pp | 340.60%-319.2pp | 31.72%-10.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,738 | $2,693-35.5% | $3,738-53.5% | $3,740-53.5% |
| Admin fee / account holder | $1,076 | $4,185-74.3% | $6,465-83.4% | $5,306-79.7% |