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 | $46,537 | $98,766-52.9% | $149,730-68.9% | $79,852-41.7% |
| Participation rate | 20.7% | 75.8%-55.1pp | 82.5%-61.8pp | 69.6%-48.9pp |
| Annual return | 25.77% | 27.43%-1.7pp | 276.70%-250.9pp | 31.72%-5.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,611 | $5,681-54.0% | $6,843-61.8% | $3,740-30.2% |
| Admin fee / account holder | $2,386 | $6,052-60.6% | $9,310-74.4% | $5,306-55.0% |