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 | $56,064 | $72,486-22.7% | $87,103-35.6% | $72,976-23.2% |
| Participation rate | 52.2% | 72.8%-20.6pp | 76.9%-24.7pp | 69.5%-17.3pp |
| Annual return | 25.15% | 24.46%+0.7pp | 28.19%-3.0pp | 81.02%-55.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,998 | $3,270+22.3% | $4,049-1.2% | $3,608+10.8% |
| Admin fee / account holder | $861 | $5,055-83.0% | $7,491-88.5% | $5,124-83.2% |