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 | $29,464 | $138,312-78.7% | $122,979-76.0% | $155,188-81.0% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 10.80% | 22.06%-11.3pp | 20.12%-9.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,227 | $5,592-42.3% | $5,003-35.5% | $6,531-50.6% |
| Admin fee / account holder | $4,923 | $15,089-67.4% | $12,864-61.7% | $14,480-66.0% |