Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $144,466 | $81,331+77.6% | $155,534-7.1% | $80,935+78.5% |
| Participation rate | 19.2% | 66.3%-47.0pp | 78.2%-59.0pp | 67.7%-48.4pp |
| Annual return | 12.32% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,294 | $3,454-33.6% | $5,630-59.3% | $4,299-46.7% |
| Admin fee / account holder | $10,013 | $7,999+25.2% | $15,900-37.0% | $6,924+44.6% |