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 | $74,361 | $48,337+53.8% | $67,560+10.1% | $80,959-8.2% |
| Participation rate | 30.8% | 66.4%-35.7pp | 72.9%-42.2pp | 67.7%-36.9pp |
| Annual return | 11.77% | 18.26%-6.5pp | 3533.50%-3521.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,037 | $2,928-30.4% | $4,004-49.1% | $4,300-52.6% |
| Admin fee / account holder | $342 | $3,695-90.7% | $3,994-91.4% | $6,925-95.1% |