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 | $99,597 | $167,415-40.5% | $140,514-29.1% | $198,609-49.9% |
| Participation rate | 42.9% | 80.9%-38.0pp | 77.8%-34.9pp | 82.4%-39.5pp |
| Annual return | 16.41% | 13.85%+2.6pp | 14.36%+2.1pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,354 | $5,579-57.8% | $4,919-52.1% | $6,977-66.3% |
| Admin fee / account holder | $2,791 | $16,730-83.3% | $13,697-79.6% | $19,030-85.3% |