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 | $67,189 | $70,418-4.6% | $96,570-30.4% | $85,847-21.7% |
| Participation rate | 64.1% | 61.8%+2.3pp | 69.8%-5.8pp | 69.3%-5.3pp |
| Annual return | 13.07% | 18.59%-5.5pp | 37.79%-24.7pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,286 | $2,894+48.1% | $3,849+11.3% | $3,952+8.5% |
| Admin fee / account holder | $9,563 | $4,995+91.4% | $6,182+54.7% | $6,261+52.7% |