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 | $50,648 | $97,125-47.9% | $86,233-41.3% | $137,256-63.1% |
| Participation rate | 10.5% | 74.2%-63.7pp | 69.0%-58.5pp | 80.0%-69.4pp |
| Annual return | 19.04% | 74.19%-55.1pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,362 | $5,180-73.7% | $4,559-70.1% | $6,407-78.7% |
| Admin fee / account holder | $2,874 | $9,725-70.4% | $8,342-65.5% | $12,270-76.6% |