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 | $34,329 | $63,355-45.8% | $91,994-62.7% | $72,983-53.0% |
| Participation rate | 52.0% | 72.5%-20.5pp | 78.6%-26.6pp | 69.5%-17.5pp |
| Annual return | 23.03% | 35.35%-12.3pp | 69.03%-46.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,540 | $4,883-7.0% | $5,923-23.4% | $3,608+25.9% |
| Admin fee / account holder | $1,427 | $4,668-69.4% | $7,743-81.6% | $5,124-72.1% |