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 | $98,103 | $48,364+102.8% | $71,796+36.6% | $62,881+56.0% |
| Participation rate | 59.4% | 60.6%-1.2pp | 69.1%-9.7pp | 69.3%-9.9pp |
| Annual return | 10.25% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,203 | $2,091+5.4% | $2,794-21.1% | $3,203-31.2% |
| Admin fee / account holder | $1,790 | $3,771-52.5% | $4,815-62.8% | $4,296-58.3% |