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 | $44,510 | $84,236-47.2% | $170,435-73.9% | $70,126-36.5% |
| Participation rate | 39.1% | 70.8%-31.7pp | 83.6%-44.5pp | 69.5%-30.4pp |
| Annual return | 17.48% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,588 | $3,086-48.5% | $4,939-67.8% | $3,332-52.3% |
| Admin fee / account holder | $4,418 | $5,698-22.5% | $13,881-68.2% | $4,645-4.9% |