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 | $216,707 | $58,493+270.5% | $84,023+157.9% | $72,976+197.0% |
| Participation rate | 59.3% | 61.2%-2.0pp | 69.0%-9.8pp | 69.5%-10.2pp |
| Annual return | 26.53% | 28.93%-2.4pp | 71.32%-44.8pp | 81.02%-54.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,129 | $2,394+156.0% | $3,239+89.2% | $3,608+69.9% |
| Admin fee / account holder | $37,285 | $4,569+716.1% | $6,102+511.0% | $5,124+627.6% |