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 | $92,854 | $99,875-7.0% | $146,866-36.8% | $86,983+6.7% |
| Participation rate | 59.7% | 75.8%-16.1pp | 82.5%-22.8pp | 69.5%-9.8pp |
| Annual return | 17.01% | 28.10%-11.1pp | 102.85%-85.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,533 | $6,322+19.1% | $7,759-2.9% | $4,194+79.6% |
| Admin fee / account holder | $8,891 | $7,838+13.4% | $13,620-34.7% | $7,856+13.2% |