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 | $70,284 | $63,082+11.4% | $81,726-14.0% | $79,856-12.0% |
| Participation rate | 61.0% | 67.5%-6.5pp | 72.0%-11.0pp | 69.6%-8.6pp |
| Annual return | 15.75% | 22.66%-6.9pp | 29.49%-13.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,924 | $2,780-30.8% | $7,108-72.9% | $3,741-48.6% |
| Admin fee / account holder | $1,553 | $4,428-64.9% | $5,160-69.9% | $5,306-70.7% |