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 | $61,523 | $100,194-38.6% | $122,979-50.0% | $86,983-29.3% |
| Participation rate | 37.7% | 73.0%-35.3pp | 77.2%-39.5pp | 69.5%-31.9pp |
| Annual return | 15.70% | 16.47%-0.8pp | 20.12%-4.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,611 | $4,133-36.8% | $5,003-47.8% | $4,194-37.7% |
| Admin fee / account holder | $3,102 | $10,148-69.4% | $12,864-75.9% | $7,856-60.5% |