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 | $67,902 | $64,920+4.6% | $103,693-34.5% | $86,983-21.9% |
| Participation rate | 24.0% | 63.6%-39.6pp | 72.6%-48.6pp | 69.5%-45.5pp |
| Annual return | 15.45% | 30.29%-14.8pp | 47.61%-32.2pp | 25.83%-10.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,466 | $3,241-54.8% | $4,579-68.0% | $4,194-65.0% |
| Admin fee / account holder | $432 | $6,191-93.0% | $7,858-94.5% | $7,856-94.5% |