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 | $125,018 | $54,763+128.3% | $90,324+38.4% | $72,976+71.3% |
| Participation rate | 41.9% | 65.2%-23.3pp | 73.3%-31.4pp | 69.5%-27.6pp |
| Annual return | 24.45% | 30.63%-6.2pp | 78.15%-53.7pp | 81.02%-56.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,568 | $2,887-11.1% | $3,885-33.9% | $3,608-28.8% |
| Admin fee / account holder | $482 | $3,973-87.9% | $5,356-91.0% | $5,124-90.6% |