Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,617 | $98,766-58.9% | $149,730-72.9% | $79,852-49.1% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.5%-24.7pp | 69.6%-11.9pp |
| Annual return | 21.01% | 27.43%-6.4pp | 276.70%-255.7pp | 31.72%-10.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,244 | $5,681+97.9% | $6,843+64.3% | $3,740+200.6% |
| Admin fee / account holder | $4,140 | $6,052-31.6% | $9,310-55.5% | $5,306-22.0% |