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 | $90,722 | $106,749-15.0% | $145,433-37.6% | $82,448+10.0% |
| Participation rate | 48.8% | 75.6%-26.9pp | 82.1%-33.3pp | 68.1%-19.3pp |
| Annual return | 47.61% | 27.59%+20.0pp | 66.58%-19.0pp | 41.64%+6.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,075 | $6,519+39.2% | $7,897+14.9% | $4,139+119.3% |
| Admin fee / account holder | $8,143 | $8,390-2.9% | $13,129-38.0% | $7,234+12.6% |