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 | $78,617 | $72,492+8.4% | $87,104-9.7% | $72,975+7.7% |
| Participation rate | 37.0% | 72.8%-35.8pp | 76.9%-39.8pp | 69.5%-32.5pp |
| Annual return | 21.07% | 24.46%-3.4pp | 28.19%-7.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,728 | $3,270-47.2% | $4,048-57.3% | $3,608-52.1% |
| Admin fee / account holder | $6,247 | $5,055+23.6% | $7,491-16.6% | $5,124+21.9% |