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 | $37,393 | $165,399-77.4% | $149,745-75.0% | $158,982-76.5% |
| Participation rate | 52.4% | 84.6%-32.2pp | 82.5%-30.1pp | 82.0%-29.6pp |
| Annual return | 12.29% | 348.34%-336.0pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,196 | $7,183-55.5% | $6,843-53.3% | $5,983-46.6% |
| Admin fee / account holder | $1,238 | $10,811-88.5% | $9,312-86.7% | $11,252-89.0% |