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 | $56,853 | $60,352-5.8% | $74,185-23.4% | $62,881-9.6% |
| Participation rate | 67.4% | 72.7%-5.3pp | 76.6%-9.2pp | 69.3%-1.9pp |
| Annual return | 7.70% | 21.37%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,973 | $2,856-30.9% | $3,550-44.4% | $3,203-38.4% |
| Admin fee / account holder | $1,213 | $4,261-71.5% | $5,586-78.3% | $4,296-71.8% |