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 | $60,851 | $22,602+169.2% | $65,583-7.2% | $75,177-19.1% |
| Participation rate | 24.1% | 63.1%-38.9pp | 65.0%-40.8pp | 67.2%-43.1pp |
| Annual return | 20.58% | 71.13%-50.6pp | 47.46%-26.9pp | 160.75%-140.2pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $876 | $1,695-48.3% | $2,833-69.1% | $4,126-78.8% |
| Admin fee / account holder | $2,178 | $1,877+16.0% | $4,112-47.0% | $5,651-61.5% |