Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,446 | $72,486-7.0% | $87,103-22.6% | $72,976-7.6% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.1pp |
| Annual return | 20.97% | 24.46%-3.5pp | 28.19%-7.2pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,467 | $3,270-24.5% | $4,049-39.1% | $3,608-31.6% |
| Admin fee / account holder | $345 | $5,055-93.2% | $7,491-95.4% | $5,124-93.3% |