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 | $35,722 | $118,496-69.9% | $98,461-63.7% | $139,466-74.4% |
| Participation rate | 64.7% | 77.5%-12.8pp | 75.2%-10.5pp | 80.3%-15.6pp |
| Annual return | 17.92% | 18.96%-1.0pp | 21.17%-3.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,813 | $5,393-29.3% | $4,738-19.5% | $6,712-43.2% |
| Admin fee / account holder | $1,883 | $14,056-86.6% | $8,961-79.0% | $11,409-83.5% |