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 | $96,786 | $52,279+85.1% | $89,435+8.2% | $79,856+21.2% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 11.63% | 22.16%-10.5pp | 245.55%-233.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,010 | $2,740-26.6% | $3,890-48.3% | $3,741-46.3% |
| Admin fee / account holder | $11,927 | $3,356+255.4% | $4,884+144.2% | $5,306+124.8% |