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 | $77,964 | $88,672-12.1% | $105,223-25.9% | $82,448-5.4% |
| Participation rate | 53.6% | 67.9%-14.4pp | 75.0%-21.5pp | 68.1%-14.5pp |
| Annual return | 16.89% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,384 | $4,036+8.6% | $5,072-13.6% | $4,139+5.9% |
| Admin fee / account holder | $2,251 | $7,146-68.5% | $8,859-74.6% | $7,234-68.9% |