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 | $104,511 | $87,060+20.0% | $105,591-1.0% | $80,911+29.2% |
| Participation rate | 45.8% | 70.4%-24.6pp | 75.3%-29.4pp | 67.6%-21.8pp |
| Annual return | 16.38% | 17.05%-0.7pp | 116.43%-100.0pp | 35.63%-19.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,879 | $3,986-52.9% | $5,008-62.5% | $4,297-56.3% |
| Admin fee / account holder | $14,656 | $8,442+73.6% | $11,024+32.9% | $6,935+111.3% |