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 | $41,964 | $165,399-74.6% | $149,745-72.0% | $158,982-73.6% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 15.44% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,326 | $7,183-53.7% | $6,843-51.4% | $5,983-44.4% |
| Admin fee / account holder | $10,275 | $10,811-5.0% | $9,312+10.3% | $11,252-8.7% |