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 | $123,584 | $86,288+43.2% | $111,306+11.0% | $85,851+44.0% |
| Participation rate | 34.2% | 73.3%-39.1pp | 77.3%-43.1pp | 69.3%-35.1pp |
| Annual return | 17.41% | 19.99%-2.6pp | 54.67%-37.3pp | 318.63%-301.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,262 | $3,641-37.9% | $4,488-49.6% | $3,952-42.8% |
| Admin fee / account holder | $978 | $8,189-88.1% | $7,966-87.7% | $6,261-84.4% |