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 | $93,062 | $76,834+21.1% | $108,359-14.1% | $87,485+6.4% |
| Participation rate | 26.2% | 61.7%-35.5pp | 70.1%-43.9pp | 68.9%-42.7pp |
| Annual return | 16.59% | 19.09%-2.5pp | 36.89%-20.3pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,009 | $3,100-35.2% | $4,137-51.4% | $4,274-53.0% |
| Admin fee / account holder | $5,184 | $6,537-20.7% | $9,741-46.8% | $7,775-33.3% |