Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,993 | $48,011+68.7% | $63,803+26.9% | $82,637-2.0% |
| Participation rate | 52.1% | 66.6%-14.5pp | 72.7%-20.6pp | 68.1%-16.0pp |
| Annual return | 21.40% | 19.84%+1.6pp | 543.72%-522.3pp | 53.51%-32.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,025 | $2,846+182.0% | $3,843+108.8% | $4,126+94.5% |
| Admin fee / account holder | $742 | $3,873-80.8% | $5,196-85.7% | $7,339-89.9% |