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 | $42,328 | $61,815-31.5% | $97,295-56.5% | $80,959-47.7% |
| Participation rate | 52.4% | 63.5%-11.1pp | 72.7%-20.3pp | 67.7%-15.3pp |
| Annual return | 12.26% | -558.73%+571.0pp | 75.62%-63.4pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,839 | $3,027-39.2% | $4,264-56.9% | $4,300-57.2% |
| Admin fee / account holder | $1,276 | $5,166-75.3% | $5,646-77.4% | $6,925-81.6% |