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 | $173,411 | $46,596+272.2% | $64,099+170.5% | $75,181+130.7% |
| Participation rate | 48.3% | 65.9%-17.7pp | 72.3%-24.0pp | 67.2%-18.9pp |
| Annual return | 19.06% | 26.04%-7.0pp | 33.70%-14.6pp | 160.69%-141.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,376 | $2,837+54.2% | $3,881+12.7% | $4,126+6.1% |
| Admin fee / account holder | $1,037 | $2,954-64.9% | $3,070-66.2% | $5,650-81.6% |