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 | $72,031 | $88,707-18.8% | $74,184-2.9% | $273,972-73.7% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 10.08% | 11.94%-1.9pp | 17.74%-7.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,208 | $4,212-0.1% | $3,550+18.5% | $5,287-20.4% |
| Admin fee / account holder | $473 | $8,717-94.6% | $5,586-91.5% | $10,133-95.3% |