Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $127,768 | $87,132+46.6% | $105,624+21.0% | $80,959+57.8% |
| Participation rate | 53.2% | 70.4%-17.2pp | 75.3%-22.1pp | 67.7%-14.5pp |
| Annual return | 14.19% | 17.03%-2.8pp | 116.20%-102.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,668 | $3,985+192.8% | $5,013+132.8% | $4,300+171.3% |
| Admin fee / account holder | $7,832 | $8,449-7.3% | $10,961-28.5% | $6,925+13.1% |