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 | $50,481 | $65,361-22.8% | $92,903-45.7% | $72,983-30.8% |
| Participation rate | 13.5% | 68.3%-54.8pp | 76.0%-62.5pp | 69.5%-56.0pp |
| Annual return | 28.22% | 42.11%-13.9pp | 109.43%-81.2pp | 81.01%-52.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $301 | $4,251-92.9% | $5,795-94.8% | $5,124-94.1% |