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 | $97,670 | $47,848+104.1% | $81,473+19.9% | $70,126+39.3% |
| Participation rate | 16.9% | 58.3%-41.4pp | 68.0%-51.1pp | 69.5%-52.6pp |
| Annual return | 15.92% | 27.25%-11.3pp | 38.78%-22.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,103 | $2,453-55.0% | $3,537-68.8% | $3,332-66.9% |
| Admin fee / account holder | $1,308 | $3,145-58.4% | $4,561-71.3% | $4,645-71.9% |