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 | $76,513 | $91,037-16.0% | $71,671+6.8% | $147,586-48.2% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 18.72% | 20.48%-1.8pp | 20.65%-1.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,664 | $4,498-63.0% | $3,438-51.6% | $5,439-69.4% |
| Admin fee / account holder | $595 | $8,613-93.1% | $5,558-89.3% | $10,886-94.5% |