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 | $34,378 | $115,903-70.3% | $100,528-65.8% | $158,966-78.4% |
| Participation rate | 41.2% | 81.6%-40.4pp | 79.4%-38.2pp | 82.0%-40.8pp |
| Annual return | 11.73% | 34.80%-23.1pp | 30.90%-19.2pp | 302.95%-291.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,278 | $6,677-65.9% | $6,271-63.7% | $5,983-61.9% |
| Admin fee / account holder | $393 | $11,000-96.4% | $8,084-95.1% | $11,250-96.5% |