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 | $180,255 | $136,860+31.7% | $120,344+49.8% | $154,746+16.5% |
| Participation rate | 42.9% | 79.9%-37.0pp | 76.7%-33.9pp | 80.7%-37.8pp |
| Annual return | 10.79% | 21.38%-10.6pp | 20.30%-9.5pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,051 | $5,793-12.8% | $5,135-1.6% | $6,730-24.9% |
| Admin fee / account holder | $54,274 | $15,393+252.6% | $12,742+326.0% | $14,365+277.8% |