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 | $72,766 | $103,393-29.6% | $87,103-16.5% | $152,909-52.4% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.9%-15.0pp | 82.5%-20.6pp |
| Annual return | 10.72% | 28.10%-17.4pp | 28.19%-17.5pp | 345.46%-334.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,097 | $4,778-56.1% | $4,049-48.2% | $5,851-64.2% |
| Admin fee / account holder | $17,408 | $12,195+42.7% | $7,491+132.4% | $11,601+50.1% |