Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $239,044 | $77,492+208.5% | $100,398+138.1% | $80,911+195.4% |
| Participation rate | 51.5% | 76.9%-25.4pp | 81.5%-30.0pp | 67.6%-16.1pp |
| Annual return | 13.68% | 37.23%-23.6pp | 49.32%-35.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,992 | $6,817-26.8% | $8,084-38.2% | $4,297+16.2% |
| Admin fee / account holder | $8,377 | $5,892+42.2% | $7,893+6.1% | $6,935+20.8% |