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 | $49,080 | $60,349-18.7% | $74,184-33.8% | $62,881-21.9% |
| Participation rate | 51.1% | 72.7%-21.6pp | 76.6%-25.5pp | 69.3%-18.2pp |
| Annual return | 5.69% | 21.38%-15.7pp | 17.74%-12.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,243 | $2,856-21.5% | $3,550-36.8% | $3,203-30.0% |
| Admin fee / account holder | $1,408 | $4,261-66.9% | $5,586-74.8% | $4,296-67.2% |