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 | $102,170 | $80,992+26.1% | $96,534+5.8% | $75,173+35.9% |
| Participation rate | 42.9% | 71.8%-28.9pp | 76.0%-33.1pp | 67.2%-24.3pp |
| Annual return | 18.17% | 27.05%-8.9pp | 25.88%-7.7pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,933 | $3,929+76.4% | $4,851+42.9% | $4,126+68.0% |
| Admin fee / account holder | $2,876 | $6,717-57.2% | $8,253-65.2% | $5,651-49.1% |