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 | $89,908 | $63,456+41.7% | $100,712-10.7% | $64,097+40.3% |
| Participation rate | 49.1% | 49.7%-0.6pp | 69.3%-20.2pp | 55.2%-6.1pp |
| Annual return | 16.88% | 19.65%-2.8pp | 33.27%-16.4pp | 34.64%-17.8pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,590 | $2,463+5.1% | $4,085-36.6% | $3,080-15.9% |
| Admin fee / account holder | $1,914 | $4,808-60.2% | $9,256-79.3% | $3,454-44.6% |