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 | $89,668 | $108,882-17.6% | $96,754-7.3% | $154,746-42.1% |
| Participation rate | 36.4% | 75.1%-38.7pp | 70.3%-33.9pp | 80.7%-44.3pp |
| Annual return | 17.33% | 98.39%-81.1pp | 82.04%-64.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,106 | $5,323-41.6% | $4,758-34.7% | $6,730-53.8% |
| Admin fee / account holder | $315 | $10,200-96.9% | $8,905-96.5% | $14,365-97.8% |