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 | $67,192 | $58,258+15.3% | $81,820-17.9% | $80,925-17.0% |
| Participation rate | 54.2% | 63.5%-9.3pp | 72.4%-18.2pp | 67.7%-13.5pp |
| Annual return | 11.09% | 41.76%-30.7pp | 777.93%-766.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,107 | $3,284-5.4% | $4,323-28.1% | $4,299-27.7% |
| Admin fee / account holder | $1,728 | $4,976-65.3% | $7,391-76.6% | $6,940-75.1% |