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 | $36,593 | $87,166-58.0% | $76,735-52.3% | $137,256-73.3% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 11.07% | 26.50%-15.4pp | 29.77%-18.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,726 | $4,726-63.5% | $4,088-57.8% | $6,407-73.1% |
| Admin fee / account holder | $1,507 | $8,403-82.1% | $7,189-79.0% | $12,270-87.7% |