Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,592 | $73,787-38.2% | $98,716-53.8% | $82,448-44.7% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.3%-49.3pp | 68.1%-48.1pp |
| Annual return | 27.67% | 18.57%+9.1pp | 31.81%-4.1pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,252 | $3,081-26.9% | $4,048-44.4% | $4,139-45.6% |
| Admin fee / account holder | $1,070 | $6,500-83.5% | $8,703-87.7% | $7,234-85.2% |