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 | $44,415 | $56,054-20.8% | $171,082-74.0% | $62,881-29.4% |
| Participation rate | 10.0% | 62.9%-52.9pp | 76.7%-66.7pp | 69.3%-59.3pp |
| Annual return | 14.91% | 22.52%-7.6pp | 32.56%-17.6pp | 20.14%-5.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,004 | $3,158-36.6% | $4,797-58.2% | $3,203-37.4% |
| Admin fee / account holder | $434 | $3,647-88.1% | $8,520-94.9% | $4,296-89.9% |