Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $64,467 | $78,027-17.4% | $178,528-63.9% | $80,925-20.3% |
| Participation rate | 57.1% | 65.7%-8.5pp | 77.1%-20.0pp | 67.7%-10.5pp |
| Annual return | 16.38% | 18.09%-1.7pp | 27.11%-10.7pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,201 | $4,408+40.7% | $6,278-1.2% | $4,299+44.2% |
| Admin fee / account holder | $2,773 | $7,168-61.3% | $10,419-73.4% | $6,940-60.0% |