Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,424 | $55,902-29.5% | $76,030-48.1% | $80,959-51.3% |
| Participation rate | 13.8% | 62.1%-48.3pp | 69.1%-55.3pp | 67.7%-53.9pp |
| Annual return | 12.75% | 20.59%-7.8pp | 361.54%-348.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,969 | $3,051-2.7% | $4,257-30.2% | $4,300-30.9% |
| Admin fee / account holder | $2,016 | $5,239-61.5% | $6,421-68.6% | $6,925-70.9% |