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 | $65,380 | $81,208-19.5% | $98,920-33.9% | $79,856-18.1% |
| Participation rate | 57.6% | 72.5%-14.9pp | 76.0%-18.5pp | 69.6%-12.1pp |
| Annual return | 17.80% | 60.99%-43.2pp | 196.47%-178.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,302 | $3,265+184.9% | $4,245+119.1% | $3,741+148.7% |
| Admin fee / account holder | $2,002 | $6,013-66.7% | $6,643-69.9% | $5,306-62.3% |