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 | $37,067 | $91,179-59.3% | $178,499-79.2% | $79,852-53.6% |
| Participation rate | 37.5% | 69.2%-31.7pp | 81.9%-44.4pp | 69.6%-32.1pp |
| Annual return | 14.60% | 24.19%-9.6pp | 151.10%-136.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,949 | $3,236-39.8% | $5,202-62.5% | $3,740-47.9% |
| Admin fee / account holder | $692 | $6,749-89.7% | $13,986-95.0% | $5,306-87.0% |