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 | $70,305 | $53,127+32.3% | $86,597-18.8% | $70,131+0.2% |
| Participation rate | 50.6% | 65.3%-14.7pp | 73.5%-22.9pp | 69.5%-18.9pp |
| Annual return | 17.69% | 27.66%-10.0pp | 964.96%-947.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,615 | $2,696+34.1% | $3,609+0.2% | $3,332+8.5% |
| Admin fee / account holder | $2,477 | $3,585-30.9% | $4,906-49.5% | $4,645-46.7% |