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 | $80,408 | $87,465-8.1% | $122,979-34.6% | $65,306+23.1% |
| Participation rate | 50.0% | 66.0%-16.0pp | 77.2%-27.2pp | 57.7%-7.7pp |
| Annual return | 15.92% | 19.76%-3.8pp | 20.12%-4.2pp | 21.94%-6.0pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,764 | $3,705-25.4% | $5,003-44.8% | $2,959-6.6% |
| Admin fee / account holder | $7,043 | $5,100+38.1% | $12,864-45.3% | $3,480+102.4% |