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 | $98,673 | $55,713+77.1% | $75,901+30.0% | $72,975+35.2% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.3%-20.0pp | 69.5%-20.2pp |
| Annual return | 23.20% | 27.60%-4.4pp | 30.76%-7.6pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,976 | $2,634-25.0% | $3,603-45.2% | $3,608-45.2% |
| Admin fee / account holder | $3,235 | $3,980-18.7% | $5,420-40.3% | $5,124-36.9% |