Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $59,406 | $93,617-36.5% | $135,982-56.3% | $75,177-21.0% |
| Participation rate | 46.6% | 75.2%-28.6pp | 81.9%-35.4pp | 67.2%-20.7pp |
| Annual return | 36.48% | 30.89%+5.6pp | 68.32%-31.8pp | 160.75%-124.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,476 | $6,406-14.5% | $7,760-29.4% | $4,126+32.7% |
| Admin fee / account holder | $7,941 | $6,980+13.8% | $10,767-26.3% | $5,651+40.5% |