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 | $77,371 | $98,776-21.7% | $149,745-48.3% | $79,856-3.1% |
| Participation rate | 32.4% | 75.8%-43.4pp | 82.5%-50.1pp | 69.6%-37.3pp |
| Annual return | 14.40% | 27.38%-13.0pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,081 | $5,681-45.8% | $6,843-55.0% | $3,741-17.6% |
| Admin fee / account holder | $26,202 | $6,053+332.9% | $9,312+181.4% | $5,306+393.8% |