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 | $152,043 | $123,793+22.8% | $177,827-14.5% | $79,858+90.4% |
| Participation rate | 64.3% | 84.7%-20.4pp | 87.7%-23.4pp | 69.6%-5.3pp |
| Annual return | 17.75% | 22.82%-5.1pp | 48.32%-30.6pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,259 | $5,956-28.5% | $7,713-44.8% | $3,740+13.9% |
| Admin fee / account holder | $1,464 | $7,243-79.8% | $12,429-88.2% | $5,306-72.4% |