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 | $48,164 | $76,551-37.1% | $123,894-61.1% | $62,881-23.4% |
| Participation rate | 37.1% | 73.0%-35.8pp | 81.4%-44.3pp | 69.3%-32.2pp |
| Annual return | 9.23% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,245 | $4,840-12.3% | $5,984-29.1% | $3,203+32.5% |
| Admin fee / account holder | $3,058 | $4,826-36.6% | $8,357-63.4% | $4,296-28.8% |