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 | $56,363 | $76,551-26.4% | $123,894-54.5% | $62,881-10.4% |
| Participation rate | 53.7% | 73.0%-19.3pp | 81.4%-27.7pp | 69.3%-15.6pp |
| Annual return | 7.94% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,653 | $4,840-24.5% | $5,984-39.0% | $3,203+14.0% |
| Admin fee / account holder | $4,738 | $4,826-1.8% | $8,357-43.3% | $4,296+10.3% |