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 | $52,311 | $215,361-75.7% | $171,082-69.4% | $273,972-80.9% |
| Participation rate | 38.5% | 82.0%-43.6pp | 76.7%-38.2pp | 83.0%-44.6pp |
| Annual return | 6.10% | 25.14%-19.0pp | 32.56%-26.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,320 | $5,543-76.2% | $4,797-72.5% | $5,287-75.0% |
| Admin fee / account holder | $1,007 | $10,846-90.7% | $8,520-88.2% | $10,133-90.1% |