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 | $87,397 | $71,197+22.8% | $93,669-6.7% | $80,925+8.0% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.7%-14.3pp |
| Annual return | 14.25% | 11.27%+3.0pp | 133.59%-119.3pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,127 | $4,036-22.5% | $4,416-29.2% | $4,299-27.2% |
| Admin fee / account holder | $5,417 | $6,959-22.2% | $8,291-34.7% | $6,940-21.9% |