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 | $53,331 | $52,353+1.9% | $120,225-55.6% | $82,448-35.3% |
| Participation rate | 15.2% | 58.3%-43.1pp | 69.6%-54.4pp | 68.1%-52.9pp |
| Annual return | 17.99% | 61.85%-43.9pp | 439.23%-421.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,016 | $2,627-61.3% | $3,999-74.6% | $4,139-75.4% |
| Admin fee / account holder | $1,048 | $4,363-76.0% | $5,696-81.6% | $7,234-85.5% |