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 | $146,995 | $97,648+50.5% | $121,663+20.8% | $87,485+68.0% |
| Participation rate | 29.7% | 70.5%-40.7pp | 74.5%-44.8pp | 68.9%-39.2pp |
| Annual return | 12.18% | 18.03%-5.8pp | 147.54%-135.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,185 | $3,923-44.3% | $4,887-55.3% | $4,274-48.9% |
| Admin fee / account holder | $22,836 | $11,100+105.7% | $14,289+59.8% | $7,775+193.7% |