Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,253 | $96,052-57.1% | $118,106-65.1% | $87,485-52.8% |
| Participation rate | 57.1% | 77.0%-19.9pp | 81.9%-24.7pp | 68.9%-11.8pp |
| Annual return | 27.59% | 24.16%+3.4pp | 19.44%+8.1pp | 26.06%+1.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $4,698-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,992 | $5,793+72.5% | $6,619+51.0% | $4,274+133.8% |
| Admin fee / account holder | $4,347 | $7,618-42.9% | $8,973-51.6% | $7,775-44.1% |