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 | $65,082 | $83,045-21.6% | $130,045-50.0% | $71,511-9.0% |
| Participation rate | 37.4% | 74.1%-36.7pp | 78.5%-41.1pp | 67.9%-30.5pp |
| Annual return | 17.28% | 20.61%-3.3pp | -137.30%+154.6pp | 28.86%-11.6pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,865 | $4,436-35.4% | $5,820-50.8% | $4,291-33.2% |
| Admin fee / account holder | $614 | $1,727-64.4% | $10,600-94.2% | $1,588-61.3% |