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 | $36,222 | $91,179-60.3% | $178,499-79.7% | $79,852-54.6% |
| Participation rate | 22.9% | 69.2%-46.4pp | 81.9%-59.1pp | 69.6%-46.8pp |
| Annual return | 22.44% | 24.19%-1.8pp | 151.10%-128.7pp | 31.72%-9.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,674 | $3,236-17.4% | $5,202-48.6% | $3,740-28.5% |
| Admin fee / account holder | $317 | $6,749-95.3% | $13,986-97.7% | $5,306-94.0% |