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 | $85,057 | $93,617-9.1% | $135,982-37.4% | $75,177+13.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 25.89% | 30.89%-5.0pp | 68.32%-42.4pp | 160.75%-134.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,433 | $6,406-30.8% | $7,760-42.9% | $4,126+7.4% |
| Admin fee / account holder | $2,385 | $6,980-65.8% | $10,767-77.9% | $5,651-57.8% |