Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,665 | $123,793-59.1% | $177,827-71.5% | $79,858-36.6% |
| Participation rate | 46.8% | 84.7%-37.8pp | 87.7%-40.9pp | 69.6%-22.8pp |
| Annual return | 76.90% | 22.82%+54.1pp | 48.32%+28.6pp | 31.72%+45.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,327 | $5,956-10.6% | $7,713-30.9% | $3,740+42.4% |
| Admin fee / account holder | $623 | $7,243-91.4% | $12,429-95.0% | $5,306-88.3% |