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 | $98,771 | $89,367+10.5% | $141,191-30.0% | $72,975+35.3% |
| Participation rate | 58.1% | 75.1%-17.1pp | 82.5%-24.4pp | 69.5%-11.4pp |
| Annual return | 23.78% | 111.87%-88.1pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,767 | $5,419+6.4% | $6,710-14.0% | $3,608+59.9% |
| Admin fee / account holder | $1,308 | $5,957-78.0% | $10,264-87.3% | $5,124-74.5% |