Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $93,786 | $106,524-12.0% | $152,301-38.4% | $87,485+7.2% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.4%-47.2pp | 68.9%-33.6pp |
| Annual return | 18.63% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,874 | $6,525-10.0% | $8,004-26.6% | $4,274+37.5% |
| Admin fee / account holder | $4,799 | $8,287-42.1% | $14,398-66.7% | $7,775-38.3% |