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 | $64,966 | $106,749-39.1% | $145,433-55.3% | $82,448-21.2% |
| Participation rate | 59.0% | 75.6%-16.7pp | 82.1%-23.1pp | 68.1%-9.1pp |
| Annual return | 14.48% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,583 | $6,519+16.3% | $7,897-4.0% | $4,139+83.2% |
| Admin fee / account holder | $1,014 | $8,390-87.9% | $13,129-92.3% | $7,234-86.0% |