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 | $70,560 | $48,053+46.8% | $84,628-16.6% | $72,975-3.3% |
| Participation rate | 42.1% | 57.6%-15.5pp | 68.2%-26.1pp | 69.5%-27.4pp |
| Annual return | 21.96% | 37.39%-15.4pp | 258.80%-236.8pp | 81.01%-59.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,156 | $2,681-19.6% | $3,900-44.7% | $3,608-40.2% |
| Admin fee / account holder | $2,503 | $3,395-26.3% | $4,914-49.1% | $5,124-51.2% |