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 | $110,458 | $77,492+42.5% | $100,398+10.0% | $80,911+36.5% |
| Participation rate | 60.7% | 76.9%-16.2pp | 81.5%-20.8pp | 67.6%-6.9pp |
| Annual return | 15.00% | 37.23%-22.2pp | 49.32%-34.3pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,670 | $6,817-46.2% | $8,084-54.6% | $4,297-14.6% |
| Admin fee / account holder | $1,097 | $5,892-81.4% | $7,893-86.1% | $6,935-84.2% |