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 | $36,593 | $107,733-66.0% | $92,985-60.6% | $154,746-76.4% |
| Participation rate | 55.6% | 74.6%-19.0pp | 69.5%-13.9pp | 80.7%-25.1pp |
| Annual return | 11.07% | 30.39%-19.3pp | 27.99%-16.9pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,726 | $5,053-65.9% | $4,377-60.6% | $6,730-74.4% |
| Admin fee / account holder | $1,507 | $11,369-86.7% | $9,463-84.1% | $14,365-89.5% |