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 | $76,243 | $181,896-58.1% | $156,551-51.3% | $273,972-72.2% |
| Participation rate | 52.6% | 88.4%-35.8pp | 84.0%-31.4pp | 83.0%-30.4pp |
| Annual return | 5.81% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,934 | $5,550-47.1% | $4,871-39.8% | $5,287-44.5% |
| Admin fee / account holder | $2,782 | $15,560-82.1% | $13,028-78.6% | $10,133-72.5% |