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 | $83,602 | $106,923-21.8% | $84,023-0.5% | $152,909-45.3% |
| Participation rate | 42.1% | 75.3%-33.1pp | 69.0%-26.9pp | 82.5%-40.4pp |
| Annual return | 15.28% | 105.02%-89.7pp | 71.32%-56.0pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,856 | $4,013-53.7% | $3,239-42.7% | $5,851-68.3% |
| Admin fee / account holder | $892 | $8,289-89.2% | $6,102-85.4% | $11,601-92.3% |