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 | $84,502 | $55,457+52.4% | $77,361+9.2% | $94,015-10.1% |
| Participation rate | 27.0% | 69.8%-42.8pp | 75.0%-47.9pp | 70.8%-43.8pp |
| Annual return | 13.99% | 15.57%-1.6pp | 1011.54%-997.6pp | 17.84%-3.9pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,075 | $3,069-32.4% | $3,911-46.9% | $4,249-51.2% |
| Admin fee / account holder | $1,776 | $4,334-59.0% | $5,894-69.9% | $8,951-80.2% |