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 | $57,390 | $162,136-64.6% | $152,301-62.3% | $154,746-62.9% |
| Participation rate | 52.2% | 84.1%-31.9pp | 82.4%-30.3pp | 80.7%-28.5pp |
| Annual return | 16.86% | 91.02%-74.2pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,195 | $8,341-61.7% | $8,004-60.1% | $6,730-52.5% |
| Admin fee / account holder | $1,926 | $15,759-87.8% | $14,398-86.6% | $14,365-86.6% |