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 | $42,576 | $78,707-45.9% | $117,861-63.9% | $70,126-39.3% |
| Participation rate | 46.5% | 73.2%-26.7pp | 79.7%-33.2pp | 69.5%-23.0pp |
| Annual return | 12.86% | 23.30%-10.4pp | 335.11%-322.2pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,983 | $3,297-9.5% | $4,482-33.4% | $3,332-10.5% |
| Admin fee / account holder | $2,713 | $5,066-46.4% | $8,021-66.2% | $4,645-41.6% |