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 | $72,909 | $78,428-7.0% | $95,960-24.0% | $79,852-8.7% |
| Participation rate | 30.8% | 73.5%-42.7pp | 77.1%-46.3pp | 69.6%-38.9pp |
| Annual return | 23.49% | 19.37%+4.1pp | 91.63%-68.1pp | 31.72%-8.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,238 | $3,440-34.9% | $4,167-46.3% | $3,740-40.2% |
| Admin fee / account holder | $1,075 | $5,622-80.9% | $6,797-84.2% | $5,306-79.7% |