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 | $58,314 | $59,804-2.5% | $81,982-28.9% | $79,856-27.0% |
| Participation rate | 44.0% | 61.6%-17.6pp | 69.3%-25.3pp | 69.6%-25.6pp |
| Annual return | 16.04% | 17.56%-1.5pp | 41.31%-25.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,776 | $2,695-34.1% | $3,722-52.3% | $3,741-52.5% |
| Admin fee / account holder | $730 | $4,288-83.0% | $5,665-87.1% | $5,306-86.2% |