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 | $92,200 | $64,359+43.3% | $90,161+2.3% | $70,126+31.5% |
| Participation rate | 45.3% | 70.4%-25.1pp | 76.9%-31.6pp | 69.5%-24.3pp |
| Annual return | 20.64% | 28.13%-7.5pp | 34.89%-14.2pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,998 | $4,389+59.4% | $5,287+32.4% | $3,332+110.0% |
| Admin fee / account holder | $1,497 | $3,945-62.1% | $5,943-74.8% | $4,645-67.8% |