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 | $59,370 | $75,183-21.0% | $123,894-52.1% | $55,167+7.6% |
| Participation rate | 69.2% | 72.8%-3.7pp | 81.4%-12.3pp | 69.0%+0.2pp |
| Annual return | 8.97% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,107 | $5,084-38.9% | $5,984-48.1% | $3,054+1.7% |
| Admin fee / account holder | $673 | $663+1.5% | $8,357-92.0% | $504+33.5% |