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 | $79,468 | $123,155-35.5% | $108,753-26.9% | $155,188-48.8% |
| Participation rate | 23.5% | 75.6%-52.1pp | 71.1%-47.6pp | 80.8%-57.3pp |
| Annual return | 12.47% | 44.73%-32.3pp | 37.47%-25.0pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,914 | $4,623-58.6% | $4,115-53.5% | $6,531-70.7% |
| Admin fee / account holder | $9,859 | $12,126-18.7% | $10,320-4.5% | $14,480-31.9% |