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 | $52,444 | $62,672-16.3% | $185,117-71.7% | $70,124-25.2% |
| Participation rate | 58.1% | 63.8%-5.6pp | 77.3%-19.1pp | 69.5%-11.4pp |
| Annual return | 13.78% | 40.79%-27.0pp | 40.50%-26.7pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,027 | $3,272+23.1% | $5,045-20.2% | $3,332+20.9% |
| Admin fee / account holder | $3,492 | $3,932-11.2% | $8,159-57.2% | $4,645-24.8% |