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 | $65,246+37.8% | $98,716-8.9% | $67,986+32.2% |
| Participation rate | 49.1% | 51.4%-2.3pp | 69.3%-20.2pp | 57.2%-8.1pp |
| Annual return | 16.88% | 20.58%-3.7pp | 31.81%-14.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,590 | $2,594-0.2% | $4,048-36.0% | $3,358-22.9% |
| Admin fee / account holder | $1,914 | $4,561-58.0% | $8,703-78.0% | $3,203-40.3% |