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 | $75,172 | $71,215+5.6% | $93,696-19.8% | $80,935-7.1% |
| Participation rate | 38.7% | 60.4%-21.7pp | 68.7%-30.0pp | 67.7%-29.0pp |
| Annual return | 12.75% | 11.27%+1.5pp | 133.74%-121.0pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,013 | $4,037-50.1% | $4,417-54.4% | $4,299-53.2% |
| Admin fee / account holder | $2,168 | $6,958-68.8% | $8,287-73.8% | $6,924-68.7% |