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 | $37,875 | $77,460-51.1% | $100,378-62.3% | $80,925-53.2% |
| Participation rate | 56.3% | 76.9%-20.7pp | 81.5%-25.3pp | 67.7%-11.4pp |
| Annual return | 20.01% | 37.24%-17.2pp | 49.41%-29.4pp | 35.65%-15.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,071 | $6,818+47.7% | $8,087+24.5% | $4,299+134.3% |
| Admin fee / account holder | $12,899 | $5,887+119.1% | $7,899+63.3% | $6,940+85.9% |