Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $157,071 | $87,059+80.4% | $105,608+48.7% | $80,925+94.1% |
| Participation rate | 42.1% | 70.4%-28.3pp | 75.3%-33.2pp | 67.7%-25.6pp |
| Annual return | 13.46% | 17.05%-3.6pp | 116.50%-103.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,845 | $3,986-53.7% | $5,010-63.2% | $4,299-57.1% |
| Admin fee / account holder | $1,436 | $8,443-83.0% | $11,028-87.0% | $6,940-79.3% |