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 | $43,715 | $73,787-40.8% | $98,716-55.7% | $82,448-47.0% |
| Participation rate | 24.7% | 61.4%-36.7pp | 69.3%-44.6pp | 68.1%-43.3pp |
| Annual return | 12.95% | 18.57%-5.6pp | 31.81%-18.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,599 | $3,081-48.1% | $4,048-60.5% | $4,139-61.4% |
| Admin fee / account holder | $1,284 | $6,500-80.3% | $8,703-85.3% | $7,234-82.3% |