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 | $79,613 | $78,707+1.2% | $117,861-32.5% | $70,126+13.5% |
| Participation rate | 36.3% | 73.2%-36.9pp | 79.7%-43.4pp | 69.5%-33.3pp |
| Annual return | 15.44% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,238 | $3,297-1.8% | $4,482-27.8% | $3,332-2.8% |
| Admin fee / account holder | $1,300 | $5,066-74.3% | $8,021-83.8% | $4,645-72.0% |