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 | $89,880 | $88,672+1.4% | $105,223-14.6% | $82,448+9.0% |
| Participation rate | 34.1% | 67.9%-33.8pp | 75.0%-41.0pp | 68.1%-34.0pp |
| Annual return | 14.40% | 30.86%-16.5pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,504 | $4,036-38.0% | $5,072-50.6% | $4,139-39.5% |
| Admin fee / account holder | $2,313 | $7,146-67.6% | $8,859-73.9% | $7,234-68.0% |