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 | $90,848 | $59,804+51.9% | $81,982+10.8% | $79,856+13.8% |
| Participation rate | 44.8% | 61.6%-16.8pp | 69.3%-24.4pp | 69.6%-24.8pp |
| Annual return | 11.61% | 17.56%-6.0pp | 41.31%-29.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,553 | $2,695-42.4% | $3,722-58.3% | $3,741-58.5% |
| Admin fee / account holder | $6,549 | $4,288+52.7% | $5,665+15.6% | $5,306+23.4% |