Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $108,794 | $76,834+41.6% | $108,359+0.4% | $87,485+24.4% |
| Participation rate | 34.3% | 61.7%-27.4pp | 70.1%-35.8pp | 68.9%-34.6pp |
| Annual return | 13.78% | 19.09%-5.3pp | 36.89%-23.1pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,974 | $3,100-4.1% | $4,137-28.1% | $4,274-30.4% |
| Admin fee / account holder | $13,754 | $6,537+110.4% | $9,741+41.2% | $7,775+76.9% |