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 | $84,546 | $55,713+51.8% | $75,901+11.4% | $72,975+15.9% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.3%-38.2pp | 69.5%-38.5pp |
| Annual return | 21.38% | 27.60%-6.2pp | 30.76%-9.4pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,093 | $2,634-58.5% | $3,603-69.7% | $3,608-69.7% |
| Admin fee / account holder | $13,669 | $3,980+243.4% | $5,420+152.2% | $5,124+166.8% |