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 | $68,791 | $56,894+20.9% | $84,753-18.8% | $62,881+9.4% |
| Participation rate | 26.7% | 68.5%-41.9pp | 76.6%-49.9pp | 69.3%-42.6pp |
| Annual return | 6.77% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,274 | $2,709-16.1% | $3,712-38.7% | $3,203-29.0% |
| Admin fee / account holder | $1,572 | $3,581-56.1% | $5,333-70.5% | $4,296-63.4% |