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 | $72,895 | $65,034+12.1% | $90,970-19.9% | $79,856-8.7% |
| Participation rate | 45.2% | 61.6%-16.4pp | 69.0%-23.8pp | 69.6%-24.4pp |
| Annual return | 15.96% | 30.45%-14.5pp | 134.60%-118.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,485 | $2,512-1.1% | $3,373-26.3% | $3,741-33.6% |
| Admin fee / account holder | $1,881 | $4,536-58.5% | $5,961-68.4% | $5,306-64.6% |