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 | $52,792 | $76,367-30.9% | $93,614-43.6% | $72,983-27.7% |
| Participation rate | 55.2% | 71.7%-16.6pp | 75.8%-20.7pp | 69.5%-14.3pp |
| Annual return | 20.25% | 25.82%-5.6pp | 32.76%-12.5pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,852 | $3,538+8.9% | $4,069-5.3% | $3,608+6.8% |
| Admin fee / account holder | $372 | $6,838-94.6% | $7,889-95.3% | $5,124-92.7% |