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 | $51,784 | $72,273-28.3% | $101,275-48.9% | $79,856-35.2% |
| Participation rate | 34.2% | 68.5%-34.2pp | 75.8%-41.6pp | 69.6%-35.4pp |
| Annual return | 12.78% | 22.30%-9.5pp | 46.48%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,855 | $3,282-43.5% | $4,371-57.6% | $3,741-50.4% |
| Admin fee / account holder | $731 | $4,401-83.4% | $5,948-87.7% | $5,306-86.2% |