Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,562 | $91,198-24.8% | $178,503-61.6% | $79,856-14.1% |
| Participation rate | 69.7% | 69.2%+0.5pp | 81.9%-12.2pp | 69.6%+0.1pp |
| Annual return | 14.59% | 24.20%-9.6pp | 151.12%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,577 | $3,237+10.5% | $5,202-31.2% | $3,741-4.4% |
| Admin fee / account holder | $4,449 | $6,748-34.1% | $13,987-68.2% | $5,306-16.2% |