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 | $76,021 | $78,707-3.4% | $117,861-35.5% | $70,126+8.4% |
| Participation rate | 49.0% | 73.2%-24.2pp | 79.7%-30.7pp | 69.5%-20.6pp |
| Annual return | 15.96% | 23.30%-7.3pp | 335.11%-319.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,921 | $3,297-11.4% | $4,482-34.8% | $3,332-12.3% |
| Admin fee / account holder | $3,280 | $5,066-35.2% | $8,021-59.1% | $4,645-29.4% |