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 | $90,417 | $58,493+54.6% | $84,021+7.6% | $72,975+23.9% |
| Participation rate | 43.1% | 61.2%-18.2pp | 69.0%-26.0pp | 69.5%-26.4pp |
| Annual return | 20.58% | 28.93%-8.3pp | 71.32%-50.7pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,569 | $2,394-34.5% | $3,239-51.6% | $3,608-56.5% |
| Admin fee / account holder | $13,519 | $4,569+195.9% | $6,102+121.6% | $5,124+163.8% |