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 | $64,337 | $58,828+9.4% | $78,002-17.5% | $62,881+2.3% |
| Participation rate | 37.1% | 71.1%-33.9pp | 75.5%-38.4pp | 69.3%-32.2pp |
| Annual return | 5.55% | 17.16%-11.6pp | 425.99%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,272 | $2,686+21.8% | $3,497-6.4% | $3,203+2.2% |
| Admin fee / account holder | $11,202 | $4,393+155.0% | $5,481+104.4% | $4,296+160.8% |