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 | $97,442 | $136,860-28.8% | $120,344-19.0% | $154,746-37.0% |
| Participation rate | 42.1% | 79.9%-37.8pp | 76.7%-34.6pp | 80.7%-38.6pp |
| Annual return | 19.20% | 21.38%-2.2pp | 20.30%-1.1pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,030 | $5,793+4.1% | $5,135+17.4% | $6,730-10.4% |
| Admin fee / account holder | $20,792 | $15,393+35.1% | $12,742+63.2% | $14,365+44.7% |