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 | $71,257 | $80,985-12.0% | $96,576-26.2% | $75,181-5.2% |
| Participation rate | 37.0% | 71.8%-34.7pp | 76.0%-38.9pp | 67.2%-30.2pp |
| Annual return | 16.42% | 27.05%-10.6pp | 25.87%-9.5pp | 160.69%-144.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,009 | $3,929-23.4% | $4,851-38.0% | $4,126-27.1% |
| Admin fee / account holder | $1,216 | $6,719-81.9% | $8,253-85.3% | $5,650-78.5% |