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 | $126,358 | $78,423+61.1% | $95,964+31.7% | $79,856+58.2% |
| Participation rate | 32.6% | 73.5%-40.9pp | 77.1%-44.5pp | 69.6%-37.1pp |
| Annual return | 13.09% | 19.37%-6.3pp | 91.64%-78.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,270 | $3,440-4.9% | $4,167-21.5% | $3,741-12.6% |
| Admin fee / account holder | $13,875 | $5,622+146.8% | $6,797+104.1% | $5,306+161.5% |