Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,387 | $99,053-31.0% | $88,179-22.4% | $138,895-50.8% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.1%-32.8pp | 79.9%-43.6pp |
| Annual return | 14.70% | 78.17%-63.5pp | 64.97%-50.3pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,253 | $5,225-18.6% | $4,614-7.8% | $6,396-33.5% |
| Admin fee / account holder | $705 | $8,748-91.9% | $7,673-90.8% | $12,562-94.4% |