Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,162 | $114,119-49.0% | $107,187-45.7% | $138,895-58.1% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 79.9%-48.7pp |
| Annual return | 16.81% | 273.21%-256.4pp | 204.55%-187.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,497 | $5,538-54.9% | $5,096-51.0% | $6,396-61.0% |
| Admin fee / account holder | $1,174 | $10,024-88.3% | $9,162-87.2% | $12,562-90.7% |