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 | $58,443 | $58,493-0.1% | $84,021-30.4% | $72,975-19.9% |
| Participation rate | 59.5% | 61.2%-1.7pp | 69.0%-9.5pp | 69.5%-10.0pp |
| Annual return | 23.37% | 28.93%-5.6pp | 71.32%-47.9pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,934 | $2,394+64.3% | $3,239+21.4% | $3,608+9.0% |
| Admin fee / account holder | $696 | $4,569-84.8% | $6,102-88.6% | $5,124-86.4% |