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 | $63,656 | $55,457+14.8% | $77,361-17.7% | $94,015-32.3% |
| Participation rate | 16.0% | 69.8%-53.8pp | 75.0%-59.0pp | 70.8%-54.8pp |
| Annual return | 11.73% | 15.57%-3.8pp | 1011.54%-999.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,745 | $3,069-43.2% | $3,911-55.4% | $4,249-58.9% |
| Admin fee / account holder | $5,805 | $4,334+33.9% | $5,894-1.5% | $8,951-35.2% |