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 | $123,843 | $107,421+15.3% | $182,262-32.1% | $94,015+31.7% |
| Participation rate | 52.7% | 77.8%-25.1pp | 84.2%-31.5pp | 70.8%-18.1pp |
| Annual return | 17.12% | 21.32%-4.2pp | 140.60%-123.5pp | 17.84%-0.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,436 | $6,558-17.1% | $8,276-34.3% | $4,249+27.9% |
| Admin fee / account holder | $5,439 | $8,692-37.4% | $16,712-67.5% | $8,951-39.2% |