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 | $52,736 | $52,580+0.3% | $71,671-26.4% | $70,126-24.8% |
| Participation rate | 33.3% | 60.9%-27.5pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 14.37% | 20.25%-5.9pp | 20.65%-6.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,400 | $2,386-41.3% | $3,438-59.3% | $3,332-58.0% |
| Admin fee / account holder | $3,310 | $3,653-9.4% | $5,558-40.5% | $4,645-28.8% |