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 | $64,711 | $56,544+14.4% | $75,501-14.3% | $70,126-7.7% |
| Participation rate | 25.6% | 68.1%-42.5pp | 72.4%-46.7pp | 69.5%-43.9pp |
| Annual return | 16.42% | 23.59%-7.2pp | 27.35%-10.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,598 | $2,580-38.1% | $3,142-49.1% | $3,332-52.0% |
| Admin fee / account holder | $1,515 | $3,827-60.4% | $5,801-73.9% | $4,645-67.4% |