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 | $105,510 | $90,170+17.0% | $150,734-30.0% | $69,733+51.3% |
| Participation rate | 20.0% | 60.2%-40.2pp | 78.4%-58.4pp | 62.5%-42.5pp |
| Annual return | 17.41% | 16.56%+0.8pp | 600.81%-583.4pp | 15.22%+2.2pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,661 | $3,086-46.2% | $5,610-70.4% | $3,054-45.6% |
| Admin fee / account holder | $4,714 | $4,600+2.5% | $14,905-68.4% | $3,102+52.0% |