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 | $106,770 | $62,672+70.4% | $185,117-42.3% | $70,126+52.3% |
| Participation rate | 30.8% | 63.8%-33.0pp | 77.3%-46.5pp | 69.5%-38.8pp |
| Annual return | 21.85% | 40.79%-18.9pp | 40.50%-18.7pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,962 | $3,272-40.0% | $5,045-61.1% | $3,332-41.1% |
| Admin fee / account holder | $1,412 | $3,932-64.1% | $8,159-82.7% | $4,645-69.6% |