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 | $94,982 | $65,364+45.3% | $92,909+2.2% | $72,975+30.2% |
| Participation rate | 57.8% | 68.3%-10.5pp | 76.0%-18.2pp | 69.5%-11.7pp |
| Annual return | 20.99% | 42.11%-21.1pp | 109.44%-88.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,470 | $3,128+74.8% | $4,238+29.1% | $3,608+51.6% |
| Admin fee / account holder | $3,199 | $4,251-24.7% | $5,795-44.8% | $5,124-37.6% |