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 | $62,811 | $89,367-29.7% | $141,191-55.5% | $72,975-13.9% |
| Participation rate | 20.8% | 75.1%-54.3pp | 82.5%-61.6pp | 69.5%-48.7pp |
| Annual return | 20.40% | 111.87%-91.5pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,421 | $5,419-36.9% | $6,710-49.0% | $3,608-5.2% |
| Admin fee / account holder | $1,492 | $5,957-75.0% | $10,264-85.5% | $5,124-70.9% |