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 | $78,076 | $64,359+21.3% | $90,161-13.4% | $70,124+11.3% |
| Participation rate | 68.0% | 70.4%-2.4pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 19.24% | 28.13%-8.9pp | 34.89%-15.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,344 | $4,389+67.3% | $5,287+38.9% | $3,332+120.4% |
| Admin fee / account holder | $2,111 | $3,945-46.5% | $5,943-64.5% | $4,645-54.6% |