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 | $107,642 | $66,431+62.0% | $109,916-2.1% | $85,851+25.4% |
| Participation rate | 54.1% | 63.9%-9.8pp | 74.2%-20.2pp | 69.3%-15.3pp |
| Annual return | 13.34% | 19.59%-6.3pp | 29.46%-16.1pp | 318.63%-305.3pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,164 | $2,844-59.1% | $4,047-71.2% | $3,952-70.5% |
| Admin fee / account holder | $1,104 | $4,559-75.8% | $6,069-81.8% | $6,261-82.4% |